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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $50,355 | -89.1% | 746 | -88.3% | 0.03% | -90.8% |
| Q3 2018 | $462,000 | +2.2% | 6,352 | 0.0% | 0.28% | -5.7% |
| Q2 2018 | $452,000 | -52.5% | 6,352 | -50.8% | 0.30% | -45.6% |
| Q1 2018 | $952,000 | -26.4% | 12,922 | -27.1% | 0.55% | -32.5% |
| Q4 2017 | $1,293,000 | +1.4% | 17,717 | -1.2% | 0.82% | -6.7% |
| Q3 2017 | $1,275,000 | +80.3% | 17,940 | +75.6% | 0.88% | +80.8% |
| Q2 2017 | $707,000 | +61.4% | 10,215 | +53.8% | 0.48% | +48.0% |
| Q1 2017 | $438,000 | – | 6,642 | – | 0.33% | – |
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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% |