ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 221 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2015 | $1,995,000 | +17.6% | 30,755 | +13.4% | 0.29% | +1.4% |
Q3 2015 | $1,697,000 | +13.6% | 27,124 | +18.5% | 0.29% | -7.9% |
Q2 2015 | $1,494,000 | +23.9% | 22,898 | +25.2% | 0.32% | +88.6% |
Q1 2015 | $1,206,000 | +13.5% | 18,292 | +10.4% | 0.17% | +27.5% |
Q4 2014 | $1,063,000 | +38.6% | 16,569 | +35.2% | 0.13% | +54.1% |
Q3 2014 | $767,000 | +11.3% | 12,252 | +17.0% | 0.08% | +6.2% |
Q2 2014 | $689,000 | +99.1% | 10,471 | +94.3% | 0.08% | +81.8% |
Q1 2014 | $346,000 | +2561.5% | 5,388 | +2541.2% | 0.04% | +2100.0% |
Q4 2013 | $13,000 | – | 204 | – | 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% |