ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 519 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,135,000 | -17.4% | 18,293 | -0.7% | 0.20% | +6.9% |
| Q4 2019 | $1,374,000 | -0.8% | 18,430 | -2.4% | 0.19% | -9.2% |
| Q3 2019 | $1,385,000 | +0.9% | 18,883 | 0.0% | 0.21% | +4.0% |
| Q2 2019 | $1,372,000 | +1.1% | 18,883 | +0.2% | 0.20% | -2.0% |
| Q1 2019 | $1,357,000 | +8.1% | 18,846 | 0.0% | 0.20% | -1.9% |
| Q4 2018 | $1,255,000 | +0.3% | 18,846 | +9.6% | 0.21% | +19.7% |
| Q3 2018 | $1,251,000 | +4.5% | 17,197 | +2.2% | 0.17% | -1.1% |
| Q2 2018 | $1,197,000 | -4.2% | 16,822 | -0.3% | 0.18% | -3.8% |
| Q1 2018 | $1,250,000 | +5.5% | 16,877 | +3.9% | 0.18% | +2.2% |
| Q4 2017 | $1,185,000 | +36.1% | 16,237 | +32.4% | 0.18% | +28.1% |
| Q3 2017 | $871,000 | +2.6% | 12,260 | 0.0% | 0.14% | +27.5% |
| Q2 2017 | $849,000 | +8.0% | 12,260 | +2.9% | 0.11% | -12.1% |
| Q1 2017 | $786,000 | -13.1% | 11,915 | -19.3% | 0.12% | -17.3% |
| Q4 2016 | $904,000 | -30.2% | 14,760 | -23.0% | 0.15% | -32.1% |
| Q3 2016 | $1,296,000 | +9.6% | 19,167 | +7.6% | 0.22% | +8.3% |
| Q2 2016 | $1,183,000 | – | 17,816 | – | 0.20% | – |
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% |