ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 345 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.83 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $6,000 | -53.8% | 75 | -56.6% | 0.00% | -50.0% |
| Q3 2019 | $13,000 | 0.0% | 173 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $13,000 | +8.3% | 173 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $12,000 | 0.0% | 173 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | +200.0% | 173 | +232.7% | 0.00% | +100.0% |
| Q2 2018 | $4,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $4,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | – | 52 | – | 0.00% | – |
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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% |