ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 428 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $444,000 | +3.5% | 5,875 | 0.0% | 0.12% | -8.7% |
| Q1 2021 | $429,000 | -23.3% | 5,875 | -22.8% | 0.13% | -25.9% |
| Q4 2020 | $559,000 | -18.2% | 7,610 | -24.1% | 0.17% | -32.5% |
| Q3 2020 | $683,000 | +11.8% | 10,030 | +8.4% | 0.25% | -0.8% |
| Q2 2020 | $611,000 | +52.4% | 9,255 | +43.3% | 0.25% | +19.8% |
| Q1 2020 | $401,000 | -16.8% | 6,460 | 0.0% | 0.21% | +6.0% |
| Q4 2019 | $482,000 | +1.9% | 6,460 | 0.0% | 0.20% | -4.3% |
| Q3 2019 | $473,000 | -9.7% | 6,460 | -10.5% | 0.21% | -7.1% |
| Q2 2019 | $524,000 | -79.2% | 7,220 | -79.4% | 0.22% | -78.8% |
| Q1 2019 | $2,525,000 | +6.1% | 35,075 | -1.7% | 1.06% | -5.1% |
| Q4 2018 | $2,379,000 | – | 35,695 | – | 1.12% | – |
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% |