ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 156 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $2,346,000 | -16.5% | 35,198 | -8.7% | 0.56% | -3.6% |
| Q3 2018 | $2,808,000 | -0.0% | 38,565 | -2.3% | 0.58% | -12.1% |
| Q2 2018 | $2,809,000 | -6.4% | 39,485 | -3.0% | 0.66% | -7.9% |
| Q1 2018 | $3,000,000 | +0.8% | 40,714 | -0.2% | 0.71% | -1.1% |
| Q4 2017 | $2,976,000 | +2.5% | 40,784 | -0.2% | 0.72% | -6.6% |
| Q3 2017 | $2,904,000 | +10.6% | 40,868 | +7.8% | 0.77% | +4.2% |
| Q2 2017 | $2,626,000 | +9.9% | 37,928 | +4.8% | 0.74% | +4.7% |
| Q1 2017 | $2,389,000 | +8.7% | 36,195 | +0.8% | 0.71% | +0.9% |
| Q4 2016 | $2,198,000 | -8.7% | 35,910 | +0.9% | 0.70% | -12.3% |
| Q3 2016 | $2,407,000 | +6.7% | 35,584 | +4.8% | 0.80% | +7.3% |
| Q2 2016 | $2,255,000 | +12.8% | 33,963 | +12.8% | 0.74% | +7.7% |
| Q1 2016 | $2,000,000 | +11.5% | 30,109 | +8.9% | 0.69% | +8.8% |
| Q4 2015 | $1,793,000 | +7.9% | 27,649 | +3.8% | 0.64% | -5.5% |
| Q3 2015 | $1,662,000 | -4.9% | 26,648 | -0.5% | 0.67% | +0.9% |
| Q2 2015 | $1,748,000 | +15.5% | 26,786 | +16.6% | 0.67% | +10.1% |
| Q1 2015 | $1,513,000 | +8.9% | 22,971 | +2.0% | 0.60% | +3.8% |
| Q4 2014 | $1,389,000 | -5.9% | 22,511 | -4.5% | 0.58% | -8.3% |
| Q3 2014 | $1,476,000 | -42.6% | 23,574 | -40.0% | 0.64% | +15.8% |
| Q2 2014 | $2,570,000 | +264.0% | 39,302 | +249.5% | 0.55% | +67.4% |
| Q1 2014 | $706,000 | – | 11,245 | – | 0.33% | – |
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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% |