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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $249,000 | -96.9% | 3,304 | -97.0% | 0.03% | -97.4% |
| Q1 2021 | $8,157,000 | +58.8% | 111,747 | +59.7% | 1.24% | +63.6% |
| Q4 2020 | $5,138,000 | +21.7% | 69,982 | +12.9% | 0.76% | +8.2% |
| Q3 2020 | $4,223,000 | -6.6% | 61,989 | -9.4% | 0.70% | -15.7% |
| Q2 2020 | $4,521,000 | +124.3% | 68,440 | +110.7% | 0.83% | +78.8% |
| Q1 2020 | $2,016,000 | -57.6% | 32,487 | -49.1% | 0.46% | -42.0% |
| Q4 2019 | $4,759,000 | – | 63,846 | – | 0.80% | – |
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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% |