ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 450 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.00 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $601,000 | -4.1% | 8,816 | -7.2% | 0.10% | -10.3% |
| Q2 2020 | $627,000 | -0.3% | 9,496 | -6.4% | 0.12% | -13.3% |
| Q1 2020 | $629,000 | -26.8% | 10,142 | -12.0% | 0.14% | -14.0% |
| Q4 2019 | $859,000 | -0.3% | 11,531 | -2.0% | 0.16% | -8.2% |
| Q3 2019 | $862,000 | -4.2% | 11,765 | -5.1% | 0.17% | -6.6% |
| Q2 2019 | $900,000 | +1.9% | 12,394 | +1.1% | 0.18% | -18.7% |
| Q1 2019 | $883,000 | +0.1% | 12,262 | -7.3% | 0.22% | -6.6% |
| Q4 2018 | $882,000 | -12.8% | 13,224 | -4.7% | 0.24% | -10.7% |
| Q3 2018 | $1,011,000 | +1.5% | 13,883 | -0.8% | 0.27% | -6.2% |
| Q2 2018 | $996,000 | +8.5% | 13,996 | +11.0% | 0.29% | +4.7% |
| Q1 2018 | $918,000 | +0.1% | 12,609 | +1.8% | 0.28% | -7.4% |
| Q4 2017 | $917,000 | +9.6% | 12,385 | +5.2% | 0.30% | +4.6% |
| Q3 2017 | $837,000 | +20.8% | 11,770 | +16.2% | 0.28% | +6.0% |
| Q2 2017 | $693,000 | – | 10,125 | – | 0.27% | – |
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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% |