ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 413 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,308,000 | +3.2% | 19,199 | 0.0% | 0.18% | +0.6% |
| Q2 2020 | $1,268,000 | +27.6% | 19,199 | +19.9% | 0.18% | +12.4% |
| Q1 2020 | $994,000 | +17.4% | 16,018 | +41.0% | 0.16% | +42.5% |
| Q4 2019 | $847,000 | +38.9% | 11,357 | +24.0% | 0.11% | +21.5% |
| Q4 2018 | $610,000 | +174.8% | 9,158 | +199.6% | 0.09% | +200.0% |
| Q3 2018 | $222,000 | +62.0% | 3,057 | +64.1% | 0.03% | +63.2% |
| Q1 2018 | $137,000 | +0.7% | 1,863 | 0.0% | 0.02% | +5.6% |
| Q4 2017 | $136,000 | -10.5% | 1,863 | -13.1% | 0.02% | -14.3% |
| Q3 2017 | $152,000 | +2.7% | 2,143 | 0.0% | 0.02% | +5.0% |
| Q2 2017 | $148,000 | +5.0% | 2,143 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $141,000 | – | 2,143 | – | 0.02% | – |
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% |