ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 340 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 21.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,665,000 | -3.2% | 22,805 | -2.7% | 0.51% | -10.5% |
| Q4 2020 | $1,720,000 | +3.1% | 23,430 | -4.3% | 0.57% | -13.6% |
| Q3 2020 | $1,668,000 | +12.0% | 24,480 | +8.6% | 0.66% | -0.7% |
| Q2 2020 | $1,489,000 | +0.1% | 22,546 | -5.9% | 0.67% | -17.2% |
| Q1 2020 | $1,487,000 | -32.9% | 23,964 | -19.4% | 0.81% | -9.3% |
| Q4 2019 | $2,217,000 | +0.6% | 29,740 | -1.1% | 0.89% | -6.9% |
| Q3 2019 | $2,204,000 | -1.9% | 30,070 | -2.7% | 0.96% | -4.0% |
| Q2 2019 | $2,246,000 | +1.4% | 30,913 | +0.5% | 1.00% | -1.5% |
| Q1 2019 | $2,215,000 | +9.2% | 30,770 | +1.2% | 1.01% | -3.4% |
| Q4 2018 | $2,028,000 | +84.2% | 30,420 | +101.2% | 1.05% | +112.6% |
| Q3 2018 | $1,101,000 | -0.9% | 15,116 | -3.2% | 0.49% | -5.7% |
| Q2 2018 | $1,111,000 | -5.7% | 15,616 | -2.3% | 0.52% | -8.9% |
| Q1 2018 | $1,178,000 | +0.9% | 15,990 | 0.0% | 0.57% | +4.7% |
| Q4 2017 | $1,167,000 | +15.7% | 15,990 | +12.6% | 0.55% | -7.1% |
| Q3 2017 | $1,009,000 | -1.8% | 14,201 | -8.8% | 0.59% | +12.8% |
| Q1 2017 | $1,028,000 | +14585.7% | 15,573 | +15167.6% | 0.52% | +12975.0% |
| Q2 2015 | $7,000 | – | 102 | – | 0.00% | – |
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% |