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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $204,000 | -25.3% | 3,228 | -14.6% | 0.05% | -13.6% |
| Q1 2022 | $273,000 | -7.8% | 3,778 | -6.8% | 0.06% | -9.2% |
| Q4 2021 | $296,000 | -2.3% | 4,054 | +0.7% | 0.06% | -8.5% |
| Q3 2021 | $303,000 | -0.3% | 4,027 | 0.0% | 0.07% | -9.0% |
| Q2 2021 | $304,000 | +4.8% | 4,027 | +1.3% | 0.08% | -4.9% |
| Q1 2021 | $290,000 | -1.7% | 3,975 | 0.0% | 0.08% | -6.8% |
| Q4 2020 | $295,000 | +9.7% | 3,975 | +0.7% | 0.09% | -4.3% |
| Q3 2020 | $269,000 | +5.1% | 3,947 | +1.7% | 0.09% | -8.0% |
| Q2 2020 | $256,000 | +24.9% | 3,881 | +36.5% | 0.10% | -9.9% |
| Q1 2019 | $205,000 | -13.9% | 2,843 | -12.9% | 0.11% | -28.4% |
| Q3 2018 | $238,000 | -8.5% | 3,263 | -10.8% | 0.16% | -18.8% |
| Q2 2018 | $260,000 | -4.8% | 3,659 | -1.6% | 0.19% | -10.7% |
| Q1 2018 | $273,000 | -1.1% | 3,717 | -1.8% | 0.21% | -1.4% |
| Q4 2017 | $276,000 | – | 3,785 | – | 0.22% | – |
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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% |