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 | ||||
---|---|---|---|---|---|---|
Q2 2020 | $400,000 | +8.1% | 6,056 | +1.6% | 0.02% | -8.7% |
Q1 2020 | $370,000 | -16.7% | 5,963 | 0.0% | 0.02% | +4.5% |
Q4 2019 | $444,000 | +1.6% | 5,963 | 0.0% | 0.02% | -4.3% |
Q3 2019 | $437,000 | -1.1% | 5,963 | -1.9% | 0.02% | -8.0% |
Q2 2019 | $442,000 | +3.0% | 6,079 | +1.9% | 0.02% | 0.0% |
Q1 2019 | $429,000 | +8.1% | 5,963 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $397,000 | -8.5% | 5,963 | 0.0% | 0.02% | +4.2% |
Q3 2018 | $434,000 | +2.4% | 5,963 | 0.0% | 0.02% | -4.0% |
Q2 2018 | $424,000 | -3.4% | 5,963 | 0.0% | 0.02% | +4.2% |
Q1 2018 | $439,000 | -0.5% | 5,963 | -1.3% | 0.02% | 0.0% |
Q4 2017 | $441,000 | -3.9% | 6,040 | -6.5% | 0.02% | -7.7% |
Q3 2017 | $459,000 | +11.1% | 6,463 | +8.4% | 0.03% | +8.3% |
Q2 2017 | $413,000 | +4.8% | 5,963 | 0.0% | 0.02% | 0.0% |
Q1 2017 | $394,000 | +7.9% | 5,963 | 0.0% | 0.02% | 0.0% |
Q4 2016 | $365,000 | -7.8% | 5,963 | +1.7% | 0.02% | -11.1% |
Q3 2016 | $396,000 | +1.8% | 5,861 | 0.0% | 0.03% | -3.6% |
Q2 2016 | $389,000 | 0.0% | 5,861 | 0.0% | 0.03% | 0.0% |
Q1 2016 | $389,000 | +2.4% | 5,861 | 0.0% | 0.03% | +7.7% |
Q4 2015 | $380,000 | – | 5,861 | – | 0.03% | – |
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% |