ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 539 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $793 | -5.6% | 11,442 | -11.1% | 0.06% | -14.7% |
| Q3 2023 | $840 | -5.5% | 12,877 | -2.2% | 0.08% | 0.0% |
| Q2 2023 | $889 | -1.6% | 13,167 | -1.3% | 0.08% | -6.2% |
| Q1 2023 | $903 | +4.5% | 13,345 | -1.8% | 0.08% | -2.4% |
| Q4 2022 | $864 | -99.9% | 13,585 | +8.9% | 0.08% | +15.5% |
| Q3 2022 | $711,000 | -12.5% | 12,475 | -2.9% | 0.07% | -7.8% |
| Q2 2022 | $813,000 | -13.3% | 12,845 | -1.2% | 0.08% | 0.0% |
| Q1 2022 | $938,000 | -6.3% | 13,007 | -0.3% | 0.08% | +2.7% |
| Q4 2021 | $1,001,000 | +1.4% | 13,042 | -0.5% | 0.08% | -8.5% |
| Q3 2021 | $987,000 | -8.6% | 13,104 | -8.3% | 0.08% | -10.9% |
| Q2 2021 | $1,080,000 | -4.9% | 14,296 | -8.1% | 0.09% | -13.2% |
| Q1 2021 | $1,136,000 | -6.8% | 15,562 | -6.3% | 0.11% | -11.7% |
| Q4 2020 | $1,219,000 | +0.5% | 16,607 | -6.7% | 0.12% | -10.4% |
| Q3 2020 | $1,213,000 | -2.3% | 17,797 | -5.3% | 0.13% | -10.1% |
| Q2 2020 | $1,242,000 | -9.1% | 18,797 | -14.7% | 0.15% | -21.2% |
| Q1 2020 | $1,367,000 | -20.0% | 22,032 | -3.9% | 0.19% | +0.5% |
| Q4 2019 | $1,708,000 | -4.0% | 22,917 | -5.6% | 0.19% | -12.6% |
| Q3 2019 | $1,779,000 | -7.7% | 24,278 | -8.5% | 0.22% | -9.7% |
| Q2 2019 | $1,927,000 | -12.6% | 26,527 | -13.4% | 0.24% | -18.5% |
| Q1 2019 | $2,205,000 | +2.7% | 30,621 | -4.9% | 0.29% | -9.0% |
| Q4 2018 | $2,146,000 | -21.3% | 32,199 | -14.0% | 0.32% | -11.6% |
| Q3 2018 | $2,727,000 | -19.3% | 37,454 | -21.1% | 0.36% | -25.0% |
| Q2 2018 | $3,378,000 | -28.0% | 47,485 | -25.5% | 0.48% | -32.0% |
| Q1 2018 | $4,694,000 | -25.4% | 63,698 | -26.2% | 0.71% | -27.1% |
| Q4 2017 | $6,296,000 | -12.3% | 86,265 | -14.6% | 0.98% | -19.2% |
| Q3 2017 | $7,178,000 | +12.8% | 101,010 | +9.9% | 1.21% | +13.0% |
| Q2 2017 | $6,366,000 | +20.7% | 91,938 | +15.1% | 1.07% | +10.3% |
| Q1 2017 | $5,273,000 | – | 79,900 | – | 0.97% | – |
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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% |