ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 546 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $260,000 | -29.3% | 3,564 | -29.0% | 0.06% | -30.4% |
| Q4 2020 | $368,000 | -1.3% | 5,017 | -8.4% | 0.09% | +13.6% |
| Q3 2020 | $373,000 | -4.1% | 5,478 | -6.9% | 0.08% | -6.9% |
| Q2 2020 | $389,000 | +6.6% | 5,884 | +0.0% | 0.09% | -16.3% |
| Q1 2020 | $365,000 | -31.8% | 5,883 | -18.0% | 0.10% | -14.8% |
| Q4 2019 | $535,000 | – | 7,176 | – | 0.12% | – |
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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% |