ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 235 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $222,000 | +4.2% | 3,020 | -3.5% | 0.04% | -7.5% |
| Q3 2020 | $213,000 | -0.5% | 3,129 | -3.4% | 0.04% | -4.8% |
| Q2 2020 | $214,000 | -31.4% | 3,238 | -35.6% | 0.04% | -47.5% |
| Q1 2020 | $312,000 | -82.6% | 5,025 | -79.1% | 0.08% | -77.3% |
| Q4 2019 | $1,791,000 | +4.7% | 24,034 | +2.9% | 0.35% | -3.8% |
| Q3 2019 | $1,711,000 | +2.9% | 23,349 | +2.0% | 0.37% | -8.0% |
| Q2 2019 | $1,662,000 | +10.6% | 22,886 | +9.6% | 0.40% | -5.2% |
| Q1 2019 | $1,503,000 | +10.3% | 20,875 | +2.1% | 0.42% | -17.3% |
| Q4 2018 | $1,363,000 | -11.4% | 20,454 | -3.2% | 0.51% | +5.8% |
| Q3 2018 | $1,539,000 | -32.2% | 21,130 | -33.8% | 0.48% | -40.0% |
| Q2 2018 | $2,271,000 | -36.9% | 31,922 | -34.6% | 0.80% | -25.7% |
| Q1 2018 | $3,598,000 | +4.5% | 48,832 | +3.5% | 1.08% | +4.1% |
| Q4 2017 | $3,442,000 | +15.3% | 47,163 | +12.3% | 1.04% | +42.7% |
| Q3 2017 | $2,986,000 | +10.5% | 42,016 | +7.7% | 0.73% | +3.7% |
| Q2 2017 | $2,702,000 | +40.0% | 39,018 | +33.4% | 0.70% | +29.9% |
| Q1 2017 | $1,930,000 | +8.9% | 29,248 | +1.0% | 0.54% | +0.2% |
| Q4 2016 | $1,773,000 | -56.8% | 28,961 | -52.2% | 0.54% | -54.8% |
| Q3 2016 | $4,101,000 | +7.0% | 60,636 | +5.0% | 1.19% | +183.6% |
| Q2 2016 | $3,834,000 | – | 57,755 | – | 0.42% | – |
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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% |