ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 583 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,478,287 | -3.3% | 22,654 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,528,995 | -6.7% | 22,654 | -6.6% | 0.00% | -20.0% |
| Q1 2023 | $1,638,246 | +1.4% | 24,249 | -4.1% | 0.01% | 0.0% |
| Q4 2022 | $1,616,287 | -7.9% | 25,298 | -18.0% | 0.01% | -16.7% |
| Q3 2022 | $1,755,000 | +0.5% | 30,841 | +11.8% | 0.01% | 0.0% |
| Q2 2022 | $1,746,000 | -28.6% | 27,583 | -18.7% | 0.01% | -14.3% |
| Q1 2022 | $2,447,000 | -7.1% | 33,933 | -1.0% | 0.01% | +16.7% |
| Q4 2021 | $2,635,000 | +0.6% | 34,291 | -1.2% | 0.01% | 0.0% |
| Q3 2021 | $2,618,000 | -1.2% | 34,706 | -1.0% | 0.01% | -14.3% |
| Q2 2021 | $2,649,000 | -34.4% | 35,050 | -36.6% | 0.01% | -36.4% |
| Q1 2021 | $4,039,000 | -36.0% | 55,241 | -35.6% | 0.01% | -38.9% |
| Q4 2020 | $6,312,000 | -3.0% | 85,754 | -10.2% | 0.02% | -25.0% |
| Q3 2020 | $6,505,000 | +4.4% | 95,448 | +1.0% | 0.02% | -7.7% |
| Q2 2020 | $6,233,000 | +2.7% | 94,532 | -2.9% | 0.03% | -25.7% |
| Q1 2020 | $6,070,000 | -16.6% | 97,391 | -0.2% | 0.04% | 0.0% |
| Q4 2019 | $7,278,000 | -0.1% | 97,612 | -2.0% | 0.04% | -7.9% |
| Q3 2019 | $7,287,000 | -2.4% | 99,650 | -3.1% | 0.04% | -2.6% |
| Q2 2019 | $7,469,000 | -6.4% | 102,885 | -7.3% | 0.04% | -15.2% |
| Q1 2019 | $7,981,000 | +23.0% | 110,975 | +13.9% | 0.05% | +2.2% |
| Q4 2018 | $6,488,000 | -17.6% | 97,399 | -9.9% | 0.04% | -2.2% |
| Q3 2018 | $7,877,000 | +24.1% | 108,121 | +21.5% | 0.05% | +12.2% |
| Q2 2018 | $6,346,000 | -20.2% | 88,981 | -18.0% | 0.04% | -31.7% |
| Q1 2018 | $7,955,000 | +9.3% | 108,536 | +8.7% | 0.06% | +1.7% |
| Q4 2017 | $7,281,000 | +3.7% | 99,816 | +1.1% | 0.06% | -6.3% |
| Q3 2017 | $7,018,000 | +3.8% | 98,759 | +1.2% | 0.06% | -6.0% |
| Q2 2017 | $6,758,000 | +8.6% | 97,581 | +3.5% | 0.07% | -1.5% |
| Q1 2017 | $6,223,000 | +15.1% | 94,287 | +6.8% | 0.07% | +6.2% |
| Q4 2016 | $5,405,000 | +4.0% | 88,291 | +15.0% | 0.06% | -1.5% |
| Q3 2016 | $5,195,000 | +38.9% | 76,802 | +36.4% | 0.06% | +16.1% |
| Q2 2016 | $3,739,000 | +0.8% | 56,316 | +0.8% | 0.06% | -6.7% |
| Q1 2016 | $3,710,000 | -32.1% | 55,847 | -33.7% | 0.06% | -33.3% |
| Q4 2015 | $5,465,000 | +6.4% | 84,245 | +2.3% | 0.09% | +3.4% |
| Q3 2015 | $5,136,000 | +11.6% | 82,327 | +16.8% | 0.09% | +22.5% |
| Q2 2015 | $4,603,000 | +3.4% | 70,502 | +4.4% | 0.07% | +2.9% |
| Q1 2015 | $4,450,000 | +23.2% | 67,542 | +15.4% | 0.07% | +15.0% |
| Q4 2014 | $3,611,000 | +133.1% | 58,528 | +136.6% | 0.06% | +114.3% |
| Q3 2014 | $1,549,000 | +7.9% | 24,736 | +12.7% | 0.03% | +16.7% |
| Q2 2014 | $1,435,000 | +1.2% | 21,950 | -2.8% | 0.02% | -4.0% |
| Q1 2014 | $1,418,000 | +37.4% | 22,588 | +34.8% | 0.02% | +47.1% |
| Q4 2013 | $1,032,000 | +14.2% | 16,752 | +13.0% | 0.02% | 0.0% |
| Q3 2013 | $904,000 | +49.9% | 14,827 | +40.6% | 0.02% | +41.7% |
| Q2 2013 | $603,000 | – | 10,545 | – | 0.01% | – |
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% |