ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 345 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.83 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $562,140 | +10693.8% | 8,328 | -89.2% | 0.00% | -100.0% |
| Q1 2023 | $5,208 | +903.5% | 76,986 | +843.9% | 0.00% | – |
| Q4 2022 | $519 | -99.8% | 8,156 | +151.6% | 0.00% | – |
| Q3 2021 | $244,000 | -19.5% | 3,242 | -19.1% | 0.00% | – |
| Q2 2021 | $303,000 | -93.6% | 4,005 | -93.8% | 0.00% | -100.0% |
| Q4 2020 | $4,757,000 | +276.6% | 64,805 | +238.8% | 0.00% | +50.0% |
| Q2 2020 | $1,263,000 | -62.9% | 19,126 | -59.2% | 0.00% | -60.0% |
| Q2 2019 | $3,405,000 | +222.1% | 46,870 | +195.5% | 0.01% | +150.0% |
| Q4 2018 | $1,057,000 | -1.6% | 15,860 | +7.5% | 0.00% | +100.0% |
| Q3 2018 | $1,074,000 | +66.8% | 14,754 | +51.3% | 0.00% | 0.0% |
| Q1 2017 | $644,000 | +1.1% | 9,753 | -6.3% | 0.00% | 0.0% |
| Q4 2016 | $637,000 | – | 10,409 | – | 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% |