ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 561 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $984,000 | -0.2% | 13,058 | 0.0% | 0.18% | +58.6% |
| Q2 2021 | $986,000 | +4.9% | 13,058 | +1.4% | 0.11% | +14.4% |
| Q1 2021 | $940,000 | -0.6% | 12,882 | 0.0% | 0.10% | -24.8% |
| Q4 2020 | $946,000 | +7.7% | 12,882 | 0.0% | 0.13% | -49.4% |
| Q3 2020 | $878,000 | -1.2% | 12,882 | -4.2% | 0.26% | -25.4% |
| Q2 2020 | $889,000 | +7.8% | 13,452 | +1.1% | 0.34% | -18.2% |
| Q1 2020 | $825,000 | -4.8% | 13,300 | +14.3% | 0.42% | -10.5% |
| Q4 2019 | $867,000 | +3.8% | 11,634 | +2.1% | 0.47% | -28.3% |
| Q3 2019 | $835,000 | +13.3% | 11,397 | +12.3% | 0.65% | +9.6% |
| Q2 2019 | $737,000 | +2.8% | 10,147 | +1.9% | 0.59% | -1.2% |
| Q1 2019 | $717,000 | – | 9,958 | – | 0.60% | – |
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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% |