ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 519 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $2,246,000 | -36.0% | 29,729 | -38.2% | 0.01% | -44.4% |
| Q1 2021 | $3,508,000 | -5.9% | 48,074 | -5.4% | 0.02% | -14.3% |
| Q4 2020 | $3,729,000 | +17.8% | 50,799 | +9.4% | 0.02% | +5.0% |
| Q3 2020 | $3,165,000 | -21.4% | 46,452 | -23.8% | 0.02% | -25.9% |
| Q2 2020 | $4,026,000 | +9.6% | 60,947 | +2.9% | 0.03% | -10.0% |
| Q1 2020 | $3,675,000 | -13.2% | 59,220 | +4.2% | 0.03% | 0.0% |
| Q4 2019 | $4,235,000 | +5.2% | 56,816 | +3.4% | 0.03% | -6.2% |
| Q3 2019 | $4,026,000 | +0.3% | 54,945 | -0.6% | 0.03% | -3.0% |
| Q2 2019 | $4,015,000 | -7.1% | 55,276 | -7.9% | 0.03% | -13.2% |
| Q1 2019 | $4,323,000 | -54.2% | 60,044 | -57.6% | 0.04% | -19.1% |
| Q4 2018 | $9,434,000 | – | 141,540 | – | 0.05% | – |
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% |