ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 546 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $96,000 | +2.1% | 1,284 | 0.0% | 0.20% | -1.5% |
| Q3 2019 | $94,000 | +1.1% | 1,284 | 0.0% | 0.20% | -15.8% |
| Q2 2019 | $93,000 | +1.1% | 1,284 | 0.0% | 0.24% | +5.7% |
| Q1 2019 | $92,000 | +7.0% | 1,284 | 0.0% | 0.23% | -16.8% |
| Q4 2018 | $86,000 | -7.5% | 1,284 | 0.0% | 0.27% | -5.8% |
| Q3 2018 | $93,000 | -31.6% | 1,284 | -33.1% | 0.29% | -38.7% |
| Q2 2018 | $136,000 | -3.5% | 1,918 | 0.0% | 0.48% | -5.6% |
| Q1 2018 | $141,000 | +4600.0% | 1,918 | +3736.0% | 0.50% | +12475.0% |
| Q3 2014 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | -20.0% |
| Q1 2014 | $3,000 | 0.0% | 50 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $3,000 | 0.0% | 50 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $3,000 | – | 50 | – | 0.01% | – |
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% |