ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 561 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,392 | -35.4% | 236 | -33.1% | 0.00% | 0.0% |
| Q2 2023 | $23,828 | -11.5% | 353 | -11.3% | 0.00% | -33.3% |
| Q1 2023 | $26,925 | +6.4% | 398 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $25,307 | +10.0% | 398 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $23,000 | -45.2% | 398 | -40.7% | 0.00% | -40.0% |
| Q2 2022 | $42,000 | -6.7% | 671 | +8.6% | 0.01% | 0.0% |
| Q1 2022 | $45,000 | -73.2% | 618 | -71.8% | 0.01% | -75.0% |
| Q4 2021 | $168,000 | -25.7% | 2,191 | -26.8% | 0.02% | -31.0% |
| Q3 2021 | $226,000 | -5.0% | 2,994 | -5.0% | 0.03% | -3.3% |
| Q2 2021 | $238,000 | +135.6% | 3,151 | +127.5% | 0.03% | +114.3% |
| Q1 2021 | $101,000 | +50.7% | 1,385 | +52.4% | 0.01% | +40.0% |
| Q4 2020 | $67,000 | +3.1% | 909 | -4.1% | 0.01% | -16.7% |
| Q3 2020 | $65,000 | -29.3% | 948 | -31.8% | 0.01% | -36.8% |
| Q2 2020 | $92,000 | +217.2% | 1,391 | +194.1% | 0.02% | +171.4% |
| Q1 2020 | $29,000 | -81.9% | 473 | -77.9% | 0.01% | -83.7% |
| Q4 2019 | $160,000 | -6.4% | 2,144 | -8.1% | 0.04% | -10.4% |
| Q3 2019 | $171,000 | -10.5% | 2,333 | -11.1% | 0.05% | -17.2% |
| Q2 2019 | $191,000 | +1.1% | 2,623 | 0.0% | 0.06% | -17.1% |
| Q1 2019 | $189,000 | +5.6% | 2,623 | -2.3% | 0.07% | -7.9% |
| Q4 2018 | $179,000 | – | 2,685 | – | 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% |