ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 561 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $62,742 | -57.9% | 962 | -56.5% | 0.00% | -60.0% |
Q2 2023 | $149,175 | -19.2% | 2,210 | -19.0% | 0.01% | -28.6% |
Q1 2023 | $184,550 | +1.0% | 2,728 | -5.0% | 0.01% | -12.5% |
Q4 2022 | $182,680 | +5.6% | 2,873 | -5.1% | 0.01% | 0.0% |
Q3 2022 | $173,000 | -56.8% | 3,026 | -52.2% | 0.01% | -55.6% |
Q2 2022 | $400,000 | -6.8% | 6,326 | +6.3% | 0.02% | +5.9% |
Q1 2022 | $429,000 | -3.4% | 5,951 | +2.9% | 0.02% | +13.3% |
Q4 2021 | $444,000 | +16.8% | 5,786 | +14.8% | 0.02% | -28.6% |
Q3 2021 | $380,000 | -8.2% | 5,041 | -8.0% | 0.02% | -8.7% |
Q2 2021 | $414,000 | +2.5% | 5,481 | -0.9% | 0.02% | -8.0% |
Q1 2021 | $404,000 | +19.2% | 5,531 | +19.8% | 0.02% | +13.6% |
Q4 2020 | $339,000 | +232.4% | 4,617 | +207.2% | 0.02% | +175.0% |
Q3 2020 | $102,000 | +12.1% | 1,503 | +9.5% | 0.01% | 0.0% |
Q2 2020 | $91,000 | +152.8% | 1,373 | +135.5% | 0.01% | +100.0% |
Q1 2020 | $36,000 | -16.3% | 583 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $43,000 | 0.0% | 583 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $43,000 | +2.4% | 583 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $42,000 | +44.8% | 583 | +21.2% | 0.00% | +33.3% |
Q4 2016 | $29,000 | – | 481 | – | 0.00% | – |
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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% |