Stonehearth Capital Management, LLC - ISHARES TR ownership

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
Stonehearth Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$3,636,000
-99.9%
53,374
-8.0%
2.41%
-8.0%
Q2 2020$3,941,014,000
+108707.7%
58,015
-0.6%
2.62%
-11.1%
Q1 2020$3,622,000
-17.8%
58,379
-1.2%
2.95%
+1.0%
Q4 2019$4,405,000
-1.0%
59,089
-2.7%
2.92%
-10.1%
Q3 2019$4,448,000
-3.6%
60,701
-4.5%
3.25%
-3.8%
Q2 2019$4,615,000
-1.2%
63,537
-2.1%
3.38%
-5.3%
Q1 2019$4,671,000
+5.7%
64,881
-2.2%
3.56%
-4.5%
Q4 2018$4,420,000
-28.6%
66,312
-22.0%
3.73%
-20.8%
Q3 2018$6,190,000
+1.1%
85,010
-1.2%
4.71%
-1.4%
Q2 2018$6,122,000
-6.0%
86,056
-2.6%
4.78%
-5.2%
Q1 2018$6,511,000
-2.6%
88,360
-3.5%
5.04%
-0.7%
Q4 2017$6,684,000
-1.6%
91,589
-4.2%
5.08%
-4.3%
Q3 2017$6,793,000
+1.1%
95,596
-1.5%
5.31%
-0.3%
Q2 2017$6,722,000
+1.9%
97,080
-2.8%
5.32%
+3.8%
Q1 2017$6,595,000
+5.9%
99,923
-1.7%
5.13%
+5.4%
Q4 2016$6,226,000
-20.6%
101,691
-12.3%
4.86%
-20.4%
Q3 2016$7,841,000
+1.6%
115,926
-0.2%
6.11%
+0.7%
Q2 2016$7,715,000
+1.0%
116,206
+1.1%
6.07%
-9.1%
Q1 2016$7,635,000
+1.4%
114,913
-1.0%
6.67%
+32.2%
Q4 2015$7,533,000
+375.0%
116,130
+356.9%
5.05%
+342.7%
Q3 2015$1,586,000
-2.3%
25,418
+2.2%
1.14%
+1.8%
Q2 2015$1,624,000
-2.9%
24,866
-2.1%
1.12%
+6.8%
Q1 2015$1,672,000
+25.9%
25,389
+17.9%
1.05%
+7.3%
Q4 2014$1,328,00021,5310.98%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Burt Wealth Advisors 516,870$29,467,00011.82%
Sound Financial Strategies Group, LLC 78,581$4,480,0006.73%
GRAYHAWK INVESTMENT STRATEGIES INC. 170,487$9,719,0006.59%
AGILIS PARTNERS LLC 177,902$10,142,0006.39%
Ballew Advisors, Inc 122,205$6,945,0006.23%
Wharton Business Group, LLC 1,606,186$91,569,0006.19%
VAUGHAN & Co SECURITIES, INC. 121,477$6,925,0005.98%
HERON FINANCIAL GROUP, LLC 141,002$8,039,0004.97%
Family Capital Trust Co 178,416$10,171,0004.66%
Lester Murray Antman dba SimplyRich 169,156$9,643,0004.34%
View complete list of ISHARES TR shareholders