ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,165 | +13.0% | 3,498,393 | +16.9% | 0.87% | +8.0% |
| Q2 2023 | $201,984 | +17.3% | 2,992,353 | +17.5% | 0.80% | +2.6% |
| Q1 2023 | $172,266 | +25.6% | 2,546,427 | +18.1% | 0.78% | +13.8% |
| Q4 2022 | $137,150 | -99.9% | 2,156,959 | +13.5% | 0.69% | +6.8% |
| Q3 2022 | $108,361,000 | +7.2% | 1,900,733 | +19.0% | 0.64% | +3.9% |
| Q2 2022 | $101,100,000 | -1.5% | 1,596,889 | +12.2% | 0.62% | +2.3% |
| Q1 2022 | $102,661,000 | +21.3% | 1,423,086 | +29.1% | 0.60% | +15.9% |
| Q4 2021 | $84,620,000 | +43.8% | 1,102,249 | +41.1% | 0.52% | +27.0% |
| Q3 2021 | $58,855,000 | +44.5% | 781,189 | +44.9% | 0.41% | +31.3% |
| Q2 2021 | $40,728,000 | +14.4% | 539,149 | +10.5% | 0.31% | -3.4% |
| Q1 2021 | $35,601,000 | +17.5% | 487,751 | +18.1% | 0.32% | -14.5% |
| Q4 2020 | $30,311,000 | +29.2% | 412,897 | +19.9% | 0.38% | +7.4% |
| Q3 2020 | $23,464,000 | +44.3% | 344,397 | +39.9% | 0.35% | +19.7% |
| Q2 2020 | $16,260,000 | +30.5% | 246,133 | +22.6% | 0.30% | +7.7% |
| Q1 2020 | $12,455,000 | -11.8% | 200,718 | +6.0% | 0.27% | -2.8% |
| Q4 2019 | $14,117,000 | +2.3% | 189,394 | +0.6% | 0.28% | -13.0% |
| Q3 2019 | $13,793,000 | -2.5% | 188,224 | -3.4% | 0.32% | -13.6% |
| Q2 2019 | $14,152,000 | +47.1% | 194,818 | +40.8% | 0.38% | +81.2% |
| Q1 2019 | $9,621,000 | – | 138,340 | – | 0.21% | – |
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% |