ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 428 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $220,415 | -3.0% | 3,265 | -2.8% | 0.06% | -7.4% |
| Q1 2023 | $227,200 | +3.3% | 3,358 | -2.9% | 0.07% | 0.0% |
| Q4 2022 | $219,842 | +4.2% | 3,457 | -6.5% | 0.07% | -1.4% |
| Q3 2022 | $211,000 | -9.8% | 3,698 | 0.0% | 0.07% | -5.5% |
| Q2 2022 | $234,000 | -11.4% | 3,698 | +1.0% | 0.07% | +2.8% |
| Q1 2022 | $264,000 | -55.0% | 3,660 | -52.1% | 0.07% | -52.7% |
| Q4 2021 | $587,000 | -8.4% | 7,641 | -10.2% | 0.15% | -13.8% |
| Q3 2021 | $641,000 | -7.4% | 8,511 | -7.1% | 0.17% | -6.5% |
| Q2 2021 | $692,000 | -84.9% | 9,161 | -85.4% | 0.19% | -85.9% |
| Q1 2021 | $4,594,000 | -51.7% | 62,941 | -51.5% | 1.32% | -52.3% |
| Q4 2020 | $9,521,000 | +86454.5% | 129,702 | -18.5% | 2.76% | -27.7% |
| Q3 2020 | $11,000 | -99.8% | 159,064 | +126.0% | 3.82% | +120.5% |
| Q2 2020 | $4,650,000 | +3.7% | 70,389 | -2.6% | 1.73% | -3.0% |
| Q1 2020 | $4,482,000 | -59.8% | 72,235 | -51.7% | 1.79% | -43.0% |
| Q4 2019 | $11,156,000 | -23.7% | 149,665 | -25.0% | 3.14% | -30.7% |
| Q3 2019 | $14,618,000 | +46.0% | 199,485 | +44.7% | 4.53% | +39.4% |
| Q2 2019 | $10,014,000 | -27.9% | 137,862 | -28.6% | 3.25% | -31.7% |
| Q1 2019 | $13,895,000 | – | 192,989 | – | 4.76% | – |
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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% |