ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 539 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $114,943 | -27.9% | 1,762 | -25.4% | 0.01% | -25.0% |
| Q2 2023 | $159,462 | -56.5% | 2,362 | -56.4% | 0.01% | -60.0% |
| Q1 2023 | $366,222 | +4.6% | 5,413 | -1.7% | 0.02% | -4.8% |
| Q4 2022 | $350,257 | -14.2% | 5,508 | -14.6% | 0.02% | -25.0% |
| Q3 2022 | $408,000 | 0.0% | 6,448 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $408,000 | -31.2% | 6,448 | -16.5% | 0.03% | -20.0% |
| Q4 2021 | $593,000 | -55.7% | 7,724 | -56.5% | 0.04% | -18.6% |
| Q3 2021 | $1,338,000 | -7.1% | 17,762 | -6.8% | 0.04% | -6.5% |
| Q2 2021 | $1,440,000 | +2.0% | 19,067 | -1.4% | 0.05% | -9.8% |
| Q1 2021 | $1,412,000 | – | 19,346 | – | 0.05% | – |
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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% |