ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 340 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 21.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $187,000 | -10.5% | 2,559 | -11.4% | 0.06% | -13.4% |
| Q2 2019 | $209,000 | -45.4% | 2,888 | -45.8% | 0.07% | -47.7% |
| Q1 2019 | $383,000 | +7.9% | 5,329 | 0.0% | 0.13% | -7.9% |
| Q4 2018 | $355,000 | -55.8% | 5,329 | -51.7% | 0.14% | -59.0% |
| Q3 2018 | $804,000 | -31.4% | 11,042 | -33.0% | 0.34% | -16.9% |
| Q2 2018 | $1,172,000 | -56.9% | 16,473 | -55.4% | 0.41% | -60.7% |
| Q1 2018 | $2,722,000 | -73.1% | 36,938 | -73.4% | 1.04% | -69.0% |
| Q4 2017 | $10,127,000 | – | 138,758 | – | 3.35% | – |
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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% |