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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $4,904,000 | +9.0% | 74,245 | +2.4% | 2.34% | -5.3% |
| Q1 2020 | $4,499,000 | -61.1% | 72,520 | -53.3% | 2.47% | +12.0% |
| Q4 2019 | $11,570,000 | +101.7% | 155,236 | +98.3% | 2.21% | -6.0% |
| Q3 2019 | $5,736,000 | -0.2% | 78,277 | -1.1% | 2.35% | -8.5% |
| Q2 2019 | $5,746,000 | +1.6% | 79,115 | +0.7% | 2.57% | -1.0% |
| Q1 2019 | $5,656,000 | -45.0% | 78,557 | -49.1% | 2.60% | -6.3% |
| Q4 2018 | $10,280,000 | +250.6% | 154,238 | +284.0% | 2.77% | +136.1% |
| Q4 2017 | $2,932,000 | – | 40,170 | – | 1.17% | – |
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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% |