ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 428 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $149,000 | +18.3% | 2,040 | +10.2% | 0.02% | +13.6% |
| Q3 2020 | $126,000 | +12.5% | 1,851 | +8.3% | 0.02% | +10.0% |
| Q2 2020 | $112,000 | +646.7% | 1,709 | +578.2% | 0.02% | +566.7% |
| Q1 2020 | $15,000 | -99.6% | 252 | -99.5% | 0.00% | -99.4% |
| Q4 2019 | $3,438,000 | +2.8% | 46,127 | +1.0% | 0.53% | -8.8% |
| Q3 2019 | $3,345,000 | +0.6% | 45,649 | -0.3% | 0.58% | +1.9% |
| Q2 2019 | $3,326,000 | -14.0% | 45,793 | -14.8% | 0.57% | -23.1% |
| Q1 2019 | $3,869,000 | – | 53,741 | – | 0.74% | – |
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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% |