ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 318 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $36,000 | -14.3% | 576 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $42,000 | +2.4% | 576 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $41,000 | +7.9% | 576 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $38,000 | -9.5% | 576 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $42,000 | 0.0% | 576 | 0.0% | 0.01% | -11.1% |
| Q2 2018 | $42,000 | 0.0% | 576 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $42,000 | 0.0% | 576 | 0.0% | 0.01% | -10.0% |
| Q4 2017 | $42,000 | +2.4% | 576 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $41,000 | +2.5% | 576 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $40,000 | +5.3% | 576 | 0.0% | 0.01% | +11.1% |
| Q1 2017 | $38,000 | +8.6% | 576 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $35,000 | -10.3% | 576 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $39,000 | +2.6% | 576 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $38,000 | 0.0% | 576 | 0.0% | 0.01% | -18.2% |
| Q1 2016 | $38,000 | +2.7% | 576 | 0.0% | 0.01% | +10.0% |
| Q4 2015 | $37,000 | +2.8% | 576 | 0.0% | 0.01% | -9.1% |
| Q3 2015 | $36,000 | -10.0% | 576 | -6.8% | 0.01% | -8.3% |
| Q2 2015 | $40,000 | -2.4% | 618 | 0.0% | 0.01% | -7.7% |
| Q1 2015 | $41,000 | +7.9% | 618 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $38,000 | -24.0% | 618 | -22.2% | 0.01% | -27.8% |
| Q3 2014 | $50,000 | – | 794 | – | 0.02% | – |
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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% |