ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 529 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $284,000 | -10.1% | 4,986 | 0.0% | 0.02% | -13.0% |
| Q2 2022 | $316,000 | -11.0% | 4,986 | +1.4% | 0.02% | +9.5% |
| Q1 2022 | $355,000 | +4.1% | 4,917 | +10.7% | 0.02% | +10.5% |
| Q4 2021 | $341,000 | +1.8% | 4,440 | 0.0% | 0.02% | -9.5% |
| Q3 2021 | $335,000 | 0.0% | 4,440 | 0.0% | 0.02% | +5.0% |
| Q2 2021 | $335,000 | +3.4% | 4,440 | 0.0% | 0.02% | -4.8% |
| Q1 2021 | $324,000 | -45.0% | 4,440 | -44.7% | 0.02% | -50.0% |
| Q4 2020 | $589,000 | – | 8,030 | – | 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% |