ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 239 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $254,000 | +8.1% | 3,531 | 0.0% | 0.06% | -19.2% |
| Q4 2018 | $235,000 | -8.6% | 3,531 | 0.0% | 0.07% | +9.0% |
| Q3 2018 | $257,000 | +3.2% | 3,531 | +0.7% | 0.07% | -1.5% |
| Q2 2018 | $249,000 | -5.7% | 3,507 | -2.0% | 0.07% | -16.0% |
| Q1 2018 | $264,000 | -83.8% | 3,579 | -50.0% | 0.08% | -67.1% |
| Q4 2017 | $1,632,000 | +542.5% | 7,158 | +100.0% | 0.25% | +207.5% |
| Q3 2017 | $254,000 | +6.7% | 3,579 | +4.1% | 0.08% | -1.2% |
| Q2 2017 | $238,000 | +18.4% | 3,437 | +13.0% | 0.08% | +5.2% |
| Q1 2017 | $201,000 | – | 3,042 | – | 0.08% | – |
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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% |