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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $3,845,000 | +1.9% | 57,678 | +11.3% | 0.51% | +14.9% |
| Q3 2018 | $3,774,000 | +7.6% | 51,839 | +5.2% | 0.44% | +4.2% |
| Q2 2018 | $3,506,000 | +0.5% | 49,280 | +4.1% | 0.42% | -3.0% |
| Q1 2018 | $3,489,000 | +7.1% | 47,352 | +6.1% | 0.44% | +6.6% |
| Q4 2017 | $3,257,000 | +9.4% | 44,632 | +6.5% | 0.41% | -0.2% |
| Q3 2017 | $2,978,000 | +14.6% | 41,906 | +11.6% | 0.41% | +6.7% |
| Q2 2017 | $2,599,000 | +3.8% | 37,538 | -1.1% | 0.39% | -2.3% |
| Q1 2017 | $2,505,000 | -47.7% | 37,951 | -51.1% | 0.40% | -66.5% |
| Q4 2016 | $4,788,000 | -24.4% | 77,594 | -17.1% | 1.18% | -5.0% |
| Q3 2016 | $6,333,000 | +12.8% | 93,633 | +10.7% | 1.24% | +4.3% |
| Q2 2016 | $5,614,000 | +29.8% | 84,557 | +29.9% | 1.19% | -36.1% |
| Q1 2016 | $4,325,000 | -2.7% | 65,089 | -5.0% | 1.86% | -0.3% |
| Q4 2015 | $4,443,000 | +11.7% | 68,489 | +7.4% | 1.87% | -6.9% |
| Q3 2015 | $3,978,000 | +1.7% | 63,762 | +6.4% | 2.01% | +18.1% |
| Q2 2015 | $3,912,000 | -23.4% | 59,922 | -22.6% | 1.70% | -28.2% |
| Q1 2015 | $5,104,000 | +6.6% | 77,466 | -0.2% | 2.37% | +61.3% |
| Q4 2014 | $4,788,000 | -5.2% | 77,594 | -3.8% | 1.47% | -55.1% |
| Q3 2014 | $5,050,000 | -4.5% | 80,626 | -0.4% | 3.27% | -31.9% |
| Q2 2014 | $5,290,000 | +4.9% | 80,914 | +0.7% | 4.80% | +0.3% |
| Q1 2014 | $5,042,000 | -12.6% | 80,331 | -14.2% | 4.78% | -18.5% |
| Q4 2013 | $5,770,000 | -4.6% | 93,668 | -5.6% | 5.87% | -14.5% |
| Q3 2013 | $6,046,000 | +91.5% | 99,192 | +79.6% | 6.86% | +59.5% |
| Q2 2013 | $3,158,000 | – | 55,225 | – | 4.30% | – |
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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% |