ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,214,723 | -5.0% | 18,625 | -1.6% | 0.10% | 0.0% |
| Q2 2023 | $1,278,045 | -4.0% | 18,934 | -3.8% | 0.10% | -31.3% |
| Q1 2023 | $1,330,878 | -9.7% | 19,673 | -15.1% | 0.15% | -13.5% |
| Q4 2022 | $1,474,155 | +5.1% | 23,184 | -5.8% | 0.17% | -2.3% |
| Q3 2022 | $1,403,000 | -13.8% | 24,608 | -4.2% | 0.17% | -8.9% |
| Q2 2022 | $1,627,000 | -22.9% | 25,698 | -12.1% | 0.19% | -9.5% |
| Q1 2022 | $2,110,000 | -5.9% | 29,245 | +0.2% | 0.21% | +1.4% |
| Q4 2021 | $2,242,000 | +1.4% | 29,199 | -0.5% | 0.21% | -1.0% |
| Q3 2021 | $2,210,000 | -7.0% | 29,338 | -6.7% | 0.21% | -7.1% |
| Q2 2021 | $2,376,000 | -2.5% | 31,454 | -5.8% | 0.23% | -8.1% |
| Q1 2021 | $2,437,000 | +2.2% | 33,391 | +2.8% | 0.25% | -5.0% |
| Q4 2020 | $2,385,000 | -6.3% | 32,493 | -11.1% | 0.26% | -15.1% |
| Q3 2020 | $2,546,000 | +2.4% | 36,558 | -1.9% | 0.30% | -4.7% |
| Q2 2020 | $2,486,000 | +10.9% | 37,285 | +4.5% | 0.32% | -3.9% |
| Q1 2020 | $2,242,000 | -6.1% | 35,664 | +11.6% | 0.33% | +18.9% |
| Q4 2019 | $2,387,000 | +14.3% | 31,952 | +10.9% | 0.28% | +2.9% |
| Q3 2019 | $2,088,000 | +2.1% | 28,824 | +2.4% | 0.27% | +3.8% |
| Q2 2019 | $2,045,000 | +9.2% | 28,155 | +8.3% | 0.26% | +7.8% |
| Q1 2019 | $1,872,000 | +19.0% | 26,005 | +10.2% | 0.24% | +5.7% |
| Q4 2018 | $1,573,000 | -6.9% | 23,590 | +1.7% | 0.23% | +11.1% |
| Q3 2018 | $1,689,000 | +11.9% | 23,198 | +9.4% | 0.21% | +6.7% |
| Q2 2018 | $1,509,000 | -3.3% | 21,208 | +0.1% | 0.19% | -5.8% |
| Q1 2018 | $1,561,000 | +2.6% | 21,183 | +1.6% | 0.21% | +5.6% |
| Q4 2017 | $1,522,000 | +10.7% | 20,853 | +7.8% | 0.20% | +1.6% |
| Q3 2017 | $1,375,000 | +9.0% | 19,353 | +6.2% | 0.19% | -11.1% |
| Q2 2017 | $1,262,000 | +9.6% | 18,220 | +4.4% | 0.22% | +6.4% |
| Q1 2017 | $1,151,000 | +53.9% | 17,444 | +42.8% | 0.20% | +42.0% |
| Q4 2016 | $748,000 | +38.0% | 12,213 | +52.4% | 0.14% | +33.6% |
| Q3 2016 | $542,000 | +3.6% | 8,016 | +1.8% | 0.11% | +2.9% |
| Q2 2016 | $523,000 | +13.7% | 7,871 | +13.6% | 0.10% | +8.3% |
| Q1 2016 | $460,000 | +14.4% | 6,928 | +11.9% | 0.10% | +11.6% |
| Q4 2015 | $402,000 | +64.1% | 6,193 | +57.5% | 0.09% | +59.3% |
| Q3 2015 | $245,000 | +21.9% | 3,933 | +27.6% | 0.05% | +35.0% |
| Q2 2015 | $201,000 | – | 3,083 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 794,211 | $52,084,000 | 20.67% |
| Burt Wealth Advisors | 543,101 | $39,179,000 | 11.75% |
| Prism Advisors, Inc. | 286,940 | $20,700,000 | 6.93% |
| Ballew Advisors, Inc | 120,480 | $8,595,000 | 6.56% |
| Personal Wealth Partners | 208,244 | $15,023,000 | 6.56% |
| AGILIS PARTNERS LLC | 177,902 | $12,834,000 | 6.42% |
| VAUGHAN & Co SECURITIES, INC. | 119,500 | $8,621,000 | 5.96% |
| Wharton Business Group, LLC | 1,313,872 | $94,783,000 | 5.75% |
| Forum Private Client Group LLC | 100,720 | $7,266,000 | 5.64% |
| JANICZEK WEALTH MANAGEMENT, LLC | 226,576 | $16,345,000 | 4.51% |