EATON VANCE MANAGEMENT - ISHARES TR ownership

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
EATON VANCE MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$254,000
-14.5%
4,459
-5.0%
0.00%
Q2 2022$297,000
-3.6%
4,693
+9.9%
0.00%
Q1 2022$308,000
-7.8%
4,270
-1.8%
0.00%
Q4 2021$334,000
+3.7%
4,349
+1.8%
0.00%
Q3 2021$322,000
-0.3%
4,2740.0%0.00%
Q2 2021$323,000
-12.7%
4,274
-15.8%
0.00%
-100.0%
Q1 2021$370,000
-78.9%
5,074
-78.7%
0.00%0.0%
Q4 2020$1,752,000
+115.5%
23,868
+100.1%
0.00%0.0%
Q3 2020$813,000
+0.6%
11,930
-2.5%
0.00%
-50.0%
Q2 2020$808,000
-4.0%
12,230
-9.9%
0.00%0.0%
Q1 2020$842,000
-20.1%
13,569
-4.0%
0.00%0.0%
Q4 2019$1,054,000
+1.6%
14,138
-0.1%
0.00%0.0%
Q3 2019$1,037,000
-0.5%
14,150
-1.4%
0.00%0.0%
Q2 2019$1,042,000
-5.8%
14,351
-6.5%
0.00%
-33.3%
Q1 2019$1,106,000
+4.6%
15,355
-3.1%
0.00%0.0%
Q4 2018$1,057,000
-9.0%
15,850
-0.7%
0.00%0.0%
Q3 2018$1,162,000
+11.8%
15,960
+9.3%
0.00%
+50.0%
Q2 2018$1,039,000
-51.2%
14,601
-49.5%
0.00%
-33.3%
Q1 2018$2,130,000
+103.2%
28,910
+101.4%
0.00%0.0%
Q4 2017$1,048,000
+273.0%
14,355
+263.0%
0.00%
+200.0%
Q3 2017$281,0003,9550.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Burt Wealth Advisors 516,870$29,467,00011.82%
Sound Financial Strategies Group, LLC 78,581$4,480,0006.73%
GRAYHAWK INVESTMENT STRATEGIES INC. 170,487$9,719,0006.59%
AGILIS PARTNERS LLC 177,902$10,142,0006.39%
Ballew Advisors, Inc 122,205$6,945,0006.23%
Wharton Business Group, LLC 1,606,186$91,569,0006.19%
VAUGHAN & Co SECURITIES, INC. 121,477$6,925,0005.98%
HERON FINANCIAL GROUP, LLC 141,002$8,039,0004.97%
Family Capital Trust Co 178,416$10,171,0004.66%
Lester Murray Antman dba SimplyRich 169,156$9,643,0004.34%
View complete list of ISHARES TR shareholders