ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 511 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,271,561 | -3.9% | 34,829 | -0.5% | 0.03% | -2.9% |
| Q2 2023 | $2,362,952 | +8.0% | 35,007 | +8.3% | 0.04% | +2.9% |
| Q1 2023 | $2,187,552 | +5.7% | 32,336 | -0.6% | 0.03% | -2.9% |
| Q4 2022 | $2,068,622 | +149.5% | 32,533 | +123.8% | 0.04% | +118.8% |
| Q3 2022 | $829,000 | +209.3% | 14,537 | +243.1% | 0.02% | +220.0% |
| Q2 2022 | $268,000 | – | 4,237 | – | 0.01% | – |
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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% |