ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 138 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $30,958,000 | +12.2% | 505,684 | +23.9% | 0.04% | +5.9% |
| Q3 2016 | $27,600,000 | +127.7% | 408,049 | +123.5% | 0.03% | +126.7% |
| Q2 2016 | $12,121,000 | +203.4% | 182,578 | +203.7% | 0.02% | +200.0% |
| Q1 2016 | $3,995,000 | +44.9% | 60,125 | +41.4% | 0.01% | +25.0% |
| Q4 2015 | $2,758,000 | +9410.3% | 42,511 | +9042.2% | 0.00% | – |
| Q3 2015 | $29,000 | -94.6% | 465 | -94.3% | 0.00% | -100.0% |
| Q2 2015 | $534,000 | -0.9% | 8,186 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $539,000 | – | 8,186 | – | 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% |