ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 428 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $290,881 | +19.7% | 4,460 | +23.9% | 0.02% | 0.0% |
Q2 2023 | $242,933 | +167.2% | 3,599 | +167.8% | 0.02% | +128.6% |
Q1 2023 | $90,922 | +1.3% | 1,344 | -4.7% | 0.01% | 0.0% |
Q4 2022 | $89,718 | -60.6% | 1,411 | -60.8% | 0.01% | -63.2% |
Q2 2022 | $228,000 | +3.6% | 3,595 | +17.6% | 0.02% | -68.3% |
Q1 2022 | $220,000 | -41.3% | 3,057 | -37.4% | 0.06% | -42.3% |
Q4 2021 | $375,000 | -38.3% | 4,887 | -39.5% | 0.10% | -47.7% |
Q3 2021 | $608,000 | -33.7% | 8,075 | -33.5% | 0.20% | -32.8% |
Q2 2021 | $917,000 | -14.9% | 12,140 | -17.8% | 0.30% | -33.3% |
Q1 2021 | $1,078,000 | -35.7% | 14,770 | -35.3% | 0.44% | +37.5% |
Q4 2020 | $1,676,000 | -0.8% | 22,836 | -7.9% | 0.32% | -9.8% |
Q3 2020 | $1,690,000 | +452.3% | 24,804 | +435.1% | 0.36% | -17.5% |
Q2 2020 | $306,000 | -86.6% | 4,635 | -87.4% | 0.43% | -91.8% |
Q1 2020 | $2,278,000 | -22.1% | 36,724 | +846.5% | 5.32% | +65.9% |
Q4 2019 | $2,924,000 | +36.6% | 3,880 | -87.9% | 3.20% | +53.9% |
Q4 2018 | $2,141,000 | – | 32,123 | – | 2.08% | – |
Download |
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% |