ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 518 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,305,414 | -3.2% | 50,681 | +0.2% | 0.36% | +0.3% |
| Q2 2023 | $3,414,487 | -0.3% | 50,585 | -0.0% | 0.36% | -4.5% |
| Q1 2023 | $3,423,495 | +8.1% | 50,606 | +1.6% | 0.38% | +5.6% |
| Q4 2022 | $3,166,724 | +9.4% | 49,803 | -1.9% | 0.36% | -2.2% |
| Q3 2022 | $2,895,000 | -9.2% | 50,782 | +0.8% | 0.37% | -3.7% |
| Q2 2022 | $3,188,000 | -9.8% | 50,355 | +2.7% | 0.38% | +1.3% |
| Q1 2022 | $3,536,000 | -6.4% | 49,012 | -0.4% | 0.38% | 0.0% |
| Q4 2021 | $3,779,000 | +3.6% | 49,220 | +1.7% | 0.38% | -6.7% |
| Q3 2021 | $3,646,000 | -2.0% | 48,392 | -1.3% | 0.40% | -0.5% |
| Q2 2021 | $3,721,000 | +4.8% | 49,012 | +0.8% | 0.41% | -1.2% |
| Q1 2021 | $3,550,000 | -0.4% | 48,632 | +0.2% | 0.41% | -4.9% |
| Q4 2020 | $3,563,000 | +0.1% | 48,532 | -7.1% | 0.43% | -9.8% |
| Q3 2020 | $3,558,000 | +0.5% | 52,217 | -2.6% | 0.48% | -4.6% |
| Q2 2020 | $3,540,000 | -8.1% | 53,601 | -13.6% | 0.50% | -20.6% |
| Q1 2020 | $3,850,000 | -13.7% | 62,038 | +3.6% | 0.63% | +16.6% |
| Q4 2019 | $4,462,000 | +1.6% | 59,854 | -0.2% | 0.54% | -4.6% |
| Q3 2019 | $4,393,000 | +1.4% | 59,951 | +0.5% | 0.57% | +1.1% |
| Q2 2019 | $4,333,000 | -1.1% | 59,647 | -2.0% | 0.56% | -2.9% |
| Q1 2019 | $4,381,000 | +2.4% | 60,844 | -5.3% | 0.58% | -7.7% |
| Q4 2018 | $4,280,000 | -1.8% | 64,218 | +7.3% | 0.63% | +7.7% |
| Q3 2018 | $4,357,000 | +3.9% | 59,847 | +1.5% | 0.58% | -0.9% |
| Q2 2018 | $4,195,000 | -3.0% | 58,968 | +0.5% | 0.59% | -5.3% |
| Q1 2018 | $4,324,000 | +4.4% | 58,672 | +3.4% | 0.62% | +7.1% |
| Q4 2017 | $4,142,000 | -0.9% | 56,747 | -3.5% | 0.58% | -6.5% |
| Q3 2017 | $4,178,000 | +5.4% | 58,795 | +2.7% | 0.62% | +3.3% |
| Q2 2017 | $3,965,000 | +8.5% | 57,261 | +3.4% | 0.60% | +7.2% |
| Q1 2017 | $3,655,000 | +9.9% | 55,377 | +2.0% | 0.56% | +3.7% |
| Q4 2016 | $3,325,000 | +3.2% | 54,302 | +14.0% | 0.54% | -1.1% |
| Q3 2016 | $3,222,000 | +8.8% | 47,629 | +6.8% | 0.54% | +5.8% |
| Q2 2016 | $2,962,000 | +981.0% | 44,604 | +981.3% | 0.52% | +951.0% |
| Q1 2016 | $274,000 | – | 4,125 | – | 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% |