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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $458,861 | -3.4% | 7,036 | 0.0% | 0.04% | -2.3% |
Q2 2023 | $474,902 | -0.0% | 7,036 | +0.2% | 0.04% | -8.5% |
Q1 2023 | $474,930 | +6.4% | 7,020 | 0.0% | 0.05% | -2.1% |
Q4 2022 | $446,392 | +11.6% | 7,020 | +0.1% | 0.05% | +2.1% |
Q3 2022 | $400,000 | -11.1% | 7,014 | -1.4% | 0.05% | -6.0% |
Q2 2022 | $450,000 | -14.9% | 7,114 | -3.0% | 0.05% | -2.0% |
Q1 2022 | $529,000 | +12.6% | 7,331 | +19.9% | 0.05% | +21.4% |
Q4 2021 | $470,000 | +1.3% | 6,116 | +0.1% | 0.04% | -12.5% |
Q3 2021 | $464,000 | -6.8% | 6,109 | -7.3% | 0.05% | -7.7% |
Q2 2021 | $498,000 | +3.5% | 6,589 | 0.0% | 0.05% | -26.8% |
Q1 2021 | $481,000 | -0.6% | 6,589 | 0.0% | 0.07% | -7.8% |
Q4 2020 | $484,000 | +7.8% | 6,589 | 0.0% | 0.08% | -4.9% |
Q3 2020 | $449,000 | +3.2% | 6,589 | 0.0% | 0.08% | -5.8% |
Q2 2020 | $435,000 | +6.4% | 6,589 | 0.0% | 0.09% | -12.2% |
Q1 2020 | $409,000 | -8.5% | 6,589 | +9.8% | 0.10% | +11.4% |
Q4 2019 | $447,000 | +4.0% | 6,000 | +2.2% | 0.09% | 0.0% |
Q3 2019 | $430,000 | +0.9% | 5,870 | 0.0% | 0.09% | +2.3% |
Q2 2019 | $426,000 | -5.3% | 5,870 | -6.0% | 0.09% | -7.5% |
Q1 2019 | $450,000 | +8.2% | 6,244 | 0.0% | 0.09% | -2.1% |
Q4 2018 | $416,000 | -15.3% | 6,244 | -7.5% | 0.10% | -5.0% |
Q3 2018 | $491,000 | -3.0% | 6,747 | -5.2% | 0.10% | 0.0% |
Q2 2018 | $506,000 | -1.6% | 7,114 | +2.0% | 0.10% | -5.7% |
Q1 2018 | $514,000 | -30.7% | 6,977 | -31.4% | 0.11% | -29.3% |
Q4 2017 | $742,000 | +40.3% | 10,172 | +36.5% | 0.15% | +32.7% |
Q3 2017 | $529,000 | +2.5% | 7,450 | 0.0% | 0.11% | -5.0% |
Q2 2017 | $516,000 | +6.8% | 7,450 | +1.8% | 0.12% | 0.0% |
Q1 2017 | $483,000 | +7.8% | 7,319 | 0.0% | 0.12% | -4.8% |
Q4 2016 | $448,000 | +6.4% | 7,319 | +17.6% | 0.12% | +4.2% |
Q3 2016 | $421,000 | +1.9% | 6,221 | 0.0% | 0.12% | -4.0% |
Q2 2016 | $413,000 | +16.0% | 6,221 | +15.9% | 0.12% | +2.5% |
Q1 2016 | $356,000 | +2.3% | 5,366 | 0.0% | 0.12% | -3.9% |
Q4 2015 | $348,000 | +5.1% | 5,366 | +1.0% | 0.13% | +2.4% |
Q3 2015 | $331,000 | -3.2% | 5,312 | +1.5% | 0.12% | +4.2% |
Q2 2015 | $342,000 | -0.9% | 5,236 | 0.0% | 0.12% | -3.3% |
Q1 2015 | $345,000 | +6.8% | 5,236 | 0.0% | 0.12% | +3.4% |
Q4 2014 | $323,000 | -0.3% | 5,236 | +1.3% | 0.12% | -9.8% |
Q3 2014 | $324,000 | -2.1% | 5,168 | +2.1% | 0.13% | +3.1% |
Q2 2014 | $331,000 | +4.1% | 5,063 | 0.0% | 0.13% | -8.6% |
Q1 2014 | $318,000 | +1.9% | 5,063 | 0.0% | 0.14% | +0.7% |
Q4 2013 | $312,000 | – | 5,063 | – | 0.14% | – |
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% |