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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $237,000 | -48.8% | 3,248 | -48.5% | 0.08% | -51.0% |
| Q4 2020 | $463,000 | -11.3% | 6,308 | -17.6% | 0.15% | -21.9% |
| Q3 2020 | $522,000 | -29.4% | 7,659 | -31.5% | 0.20% | -32.2% |
| Q2 2020 | $739,000 | -4.5% | 11,179 | -10.3% | 0.29% | -18.1% |
| Q1 2020 | $774,000 | -38.5% | 12,466 | -26.1% | 0.35% | -24.9% |
| Q4 2019 | $1,258,000 | -8.8% | 16,879 | -10.4% | 0.47% | -10.8% |
| Q3 2019 | $1,380,000 | -24.7% | 18,838 | -25.3% | 0.53% | -24.2% |
| Q2 2019 | $1,832,000 | -7.4% | 25,213 | -8.2% | 0.70% | -11.4% |
| Q1 2019 | $1,978,000 | +21.5% | 27,465 | +0.4% | 0.78% | -15.8% |
| Q4 2018 | $1,628,000 | -17.7% | 27,349 | -9.3% | 0.93% | -14.7% |
| Q3 2018 | $1,977,000 | -10.2% | 30,149 | -2.6% | 1.09% | +15.2% |
| Q2 2018 | $2,202,000 | +0.6% | 30,964 | +3.3% | 0.95% | -5.4% |
| Q1 2018 | $2,188,000 | +408.8% | 29,966 | +409.3% | 1.00% | +167.2% |
| Q4 2017 | $430,000 | -19.8% | 5,884 | -21.9% | 0.38% | -50.3% |
| Q3 2017 | $536,000 | -71.8% | 7,538 | -72.7% | 0.75% | -22.4% |
| Q2 2017 | $1,898,000 | +5.0% | 27,596 | +0.5% | 0.97% | +2.2% |
| Q1 2017 | $1,808,000 | +10.6% | 27,449 | +5.4% | 0.95% | +5.4% |
| Q4 2016 | $1,634,000 | – | 26,040 | – | 0.90% | – |
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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% |