ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 435 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.06 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $401,166 | -57.5% | 5,930 | -60.1% | 0.02% | -61.4% |
| Q4 2022 | $943,858 | +8.9% | 14,844 | -2.4% | 0.06% | -3.4% |
| Q3 2022 | $867,000 | -10.0% | 15,214 | +0.2% | 0.06% | -9.2% |
| Q2 2022 | $963,000 | -18.0% | 15,186 | -6.7% | 0.06% | -8.5% |
| Q1 2022 | $1,174,000 | -3.6% | 16,282 | +2.7% | 0.07% | -6.6% |
| Q4 2021 | $1,218,000 | +30.7% | 15,856 | +28.3% | 0.08% | +18.8% |
| Q3 2021 | $932,000 | +0.8% | 12,357 | +0.9% | 0.06% | -4.5% |
| Q2 2021 | $925,000 | +3.5% | 12,250 | 0.0% | 0.07% | -13.0% |
| Q1 2021 | $894,000 | -36.5% | 12,250 | -36.1% | 0.08% | -38.9% |
| Q4 2020 | $1,407,000 | -16.0% | 19,166 | -25.0% | 0.13% | +10.5% |
| Q3 2020 | $1,675,000 | +150.4% | 25,539 | +152.2% | 0.11% | +31.0% |
| Q2 2020 | $669,000 | +1.7% | 10,128 | -4.6% | 0.09% | -24.3% |
| Q1 2020 | $658,000 | -31.2% | 10,611 | -17.4% | 0.12% | -5.0% |
| Q4 2019 | $957,000 | +99.8% | 12,841 | +96.5% | 0.12% | +57.1% |
| Q3 2019 | $479,000 | +25.7% | 6,534 | +24.6% | 0.08% | +2.7% |
| Q2 2019 | $381,000 | +149.0% | 5,245 | +129.0% | 0.08% | +92.3% |
| Q4 2018 | $153,000 | -23.1% | 2,290 | -16.4% | 0.04% | +25.8% |
| Q3 2018 | $199,000 | – | 2,738 | – | 0.03% | – |
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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% |