ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 529 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,782,170 | -5.8% | 165,320 | -2.5% | 1.44% | -2.0% |
Q2 2023 | $11,441,318 | +8.5% | 169,501 | +8.8% | 1.47% | -2.9% |
Q1 2023 | $10,542,035 | +2.9% | 155,832 | +0.8% | 1.51% | +1.6% |
Q4 2022 | $10,242,779 | -4.4% | 154,538 | -17.7% | 1.49% | -13.1% |
Q3 2022 | $10,709,000 | -11.9% | 187,853 | -1.8% | 1.72% | -6.0% |
Q2 2022 | $12,150,000 | -12.3% | 191,361 | -0.3% | 1.82% | +2.4% |
Q1 2022 | $13,848,000 | +0.2% | 191,956 | +1.1% | 1.78% | -1.7% |
Q4 2021 | $13,824,000 | -0.5% | 189,919 | +2.9% | 1.81% | +2.3% |
Q3 2021 | $13,900,000 | +2.2% | 184,497 | +2.5% | 1.77% | +2.5% |
Q2 2021 | $13,598,000 | +15.5% | 180,016 | +11.6% | 1.73% | +3.9% |
Q1 2021 | $11,772,000 | +1.1% | 161,281 | +1.7% | 1.66% | -9.8% |
Q4 2020 | $11,639,000 | – | 158,543 | – | 1.84% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Burt Wealth Advisors | 516,870 | $29,467,000 | 11.82% |
Sound Financial Strategies Group, LLC | 78,581 | $4,480,000 | 6.73% |
GRAYHAWK INVESTMENT STRATEGIES INC. | 170,487 | $9,719,000 | 6.59% |
AGILIS PARTNERS LLC | 177,902 | $10,142,000 | 6.39% |
Ballew Advisors, Inc | 122,205 | $6,945,000 | 6.23% |
Wharton Business Group, LLC | 1,606,186 | $91,569,000 | 6.19% |
VAUGHAN & Co SECURITIES, INC. | 121,477 | $6,925,000 | 5.98% |
HERON FINANCIAL GROUP, LLC | 141,002 | $8,039,000 | 4.97% |
Family Capital Trust Co | 178,416 | $10,171,000 | 4.66% |
Lester Murray Antman dba SimplyRich | 169,156 | $9,643,000 | 4.34% |