ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 583 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $612,000 | +7.7% | 8,340 | 0.0% | 0.29% | +19.5% |
| Q3 2020 | $568,000 | +3.1% | 8,340 | 0.0% | 0.25% | +3.4% |
| Q2 2020 | $551,000 | -1.1% | 8,340 | -7.1% | 0.24% | -13.8% |
| Q1 2020 | $557,000 | -17.6% | 8,974 | 0.0% | 0.28% | -1.4% |
| Q4 2019 | $676,000 | -12.1% | 8,974 | -14.5% | 0.28% | -15.9% |
| Q3 2019 | $769,000 | -13.3% | 10,497 | -14.0% | 0.33% | -14.8% |
| Q2 2019 | $887,000 | +2.8% | 12,212 | +1.9% | 0.39% | -4.2% |
| Q1 2019 | $863,000 | +8.0% | 11,982 | 0.0% | 0.41% | +0.7% |
| Q4 2018 | $799,000 | -3.3% | 11,982 | +1.2% | 0.40% | +3.3% |
| Q3 2018 | $826,000 | -2.0% | 11,845 | 0.0% | 0.39% | -4.9% |
| Q2 2018 | $843,000 | -1.4% | 11,845 | +2.0% | 0.41% | -6.2% |
| Q1 2018 | $855,000 | +4.4% | 11,608 | +3.5% | 0.44% | +3.8% |
| Q4 2017 | $819,000 | +3.3% | 11,218 | +0.5% | 0.42% | -3.4% |
| Q3 2017 | $793,000 | +2.6% | 11,158 | 0.0% | 0.44% | -11.3% |
| Q2 2017 | $773,000 | +65.2% | 11,158 | +57.5% | 0.49% | +56.8% |
| Q1 2017 | $468,000 | +17.0% | 7,083 | +8.4% | 0.32% | -0.3% |
| Q4 2016 | $400,000 | -7.6% | 6,533 | +2.0% | 0.32% | -12.2% |
| Q3 2016 | $433,000 | +1.9% | 6,402 | 0.0% | 0.36% | -2.2% |
| Q2 2016 | $425,000 | – | 6,402 | – | 0.37% | – |
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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% |