ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 562 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $279,000 | -4.1% | 3,629 | -6.1% | 0.06% | -17.9% |
| Q3 2021 | $291,000 | -2.7% | 3,865 | -2.3% | 0.08% | -2.5% |
| Q2 2021 | $299,000 | -3.9% | 3,958 | -7.0% | 0.08% | -14.0% |
| Q1 2021 | $311,000 | -33.7% | 4,257 | -33.3% | 0.09% | -39.2% |
| Q4 2020 | $469,000 | -49.2% | 6,385 | -54.8% | 0.15% | -56.2% |
| Q3 2020 | $924,000 | -1.7% | 14,114 | -0.8% | 0.35% | -8.4% |
| Q2 2020 | $940,000 | +0.8% | 14,226 | -1.5% | 0.38% | -7.1% |
| Q1 2020 | $933,000 | -8.3% | 14,449 | +5.9% | 0.41% | +9.9% |
| Q4 2019 | $1,017,000 | – | 13,641 | – | 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% |