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 | $2,345 | -5.4% | 35,954 | -2.1% | 0.19% | 0.0% |
| Q2 2023 | $2,480 | -2.4% | 36,734 | -2.2% | 0.19% | -7.2% |
| Q1 2023 | $2,540 | -14.2% | 37,545 | -19.4% | 0.21% | -18.2% |
| Q4 2022 | $2,961 | -99.8% | 46,568 | +67.6% | 0.25% | +68.7% |
| Q3 2022 | $1,584,000 | -60.6% | 27,777 | -56.3% | 0.15% | -57.6% |
| Q2 2022 | $4,024,000 | -44.4% | 63,564 | -36.6% | 0.35% | -37.7% |
| Q1 2022 | $7,238,000 | -16.0% | 100,336 | -10.6% | 0.57% | -15.4% |
| Q4 2021 | $8,619,000 | -1.0% | 112,268 | -2.8% | 0.67% | -7.3% |
| Q3 2021 | $8,702,000 | -9.9% | 115,503 | -9.7% | 0.72% | -10.5% |
| Q2 2021 | $9,661,000 | -23.4% | 127,893 | -26.0% | 0.81% | -23.1% |
| Q1 2021 | $12,616,000 | -56.7% | 172,839 | -56.4% | 1.05% | -62.6% |
| Q4 2020 | $29,126,000 | +7.4% | 396,756 | -0.3% | 2.81% | -11.9% |
| Q3 2020 | $27,121,000 | +2.2% | 398,078 | -1.0% | 3.20% | -3.8% |
| Q2 2020 | $26,550,000 | +10.8% | 401,910 | +4.1% | 3.32% | -7.1% |
| Q1 2020 | $23,958,000 | -17.8% | 386,102 | -1.3% | 3.57% | -2.1% |
| Q4 2019 | $29,156,000 | +2.5% | 391,143 | +0.8% | 3.65% | -5.8% |
| Q3 2019 | $28,443,000 | +4.1% | 388,140 | +3.2% | 3.88% | +1.2% |
| Q2 2019 | $27,321,000 | +0.5% | 376,112 | -0.4% | 3.83% | -2.3% |
| Q1 2019 | $27,197,000 | +6.5% | 377,730 | -1.4% | 3.92% | -4.1% |
| Q4 2018 | $25,542,000 | +12.2% | 383,171 | +22.6% | 4.09% | +19.8% |
| Q3 2018 | $22,756,000 | +4.2% | 312,541 | +1.8% | 3.41% | -2.0% |
| Q2 2018 | $21,840,000 | -1.1% | 307,004 | +2.5% | 3.48% | -3.1% |
| Q1 2018 | $22,072,000 | +0.8% | 299,524 | -0.2% | 3.60% | +2.8% |
| Q4 2017 | $21,895,000 | +3.6% | 300,014 | +0.9% | 3.50% | -3.8% |
| Q3 2017 | $21,133,000 | +2.9% | 297,394 | +0.3% | 3.64% | +0.3% |
| Q2 2017 | $20,532,000 | +2.7% | 296,531 | -2.1% | 3.63% | -0.5% |
| Q1 2017 | $19,992,000 | +10.3% | 302,912 | +2.3% | 3.64% | +5.1% |
| Q4 2016 | $18,124,000 | -8.1% | 296,049 | +1.5% | 3.47% | -8.9% |
| Q3 2016 | $19,727,000 | +2.3% | 291,651 | +0.4% | 3.81% | +0.0% |
| Q2 2016 | $19,276,000 | +1.5% | 290,350 | +1.6% | 3.81% | -1.0% |
| Q1 2016 | $18,984,000 | +12.4% | 285,729 | +9.7% | 3.84% | +7.3% |
| Q4 2015 | $16,896,000 | +14.9% | 260,457 | +10.2% | 3.58% | +7.1% |
| Q3 2015 | $14,710,000 | -0.5% | 236,335 | +4.3% | 3.35% | +3.1% |
| Q2 2015 | $14,788,000 | +0.3% | 226,504 | +1.2% | 3.25% | +0.2% |
| Q1 2015 | $14,751,000 | +42.5% | 223,866 | +33.4% | 3.24% | +38.2% |
| Q4 2014 | $10,351,000 | +3.0% | 167,756 | +4.5% | 2.34% | +0.4% |
| Q3 2014 | $10,053,000 | -1.4% | 160,510 | +3.0% | 2.33% | -0.8% |
| Q2 2014 | $10,191,000 | +5.3% | 155,866 | +1.1% | 2.35% | -1.1% |
| Q1 2014 | $9,676,000 | +4.1% | 154,180 | +2.2% | 2.38% | +1.4% |
| Q4 2013 | $9,296,000 | +14.9% | 150,913 | +13.7% | 2.35% | +8.6% |
| Q3 2013 | $8,093,000 | +13.1% | 132,780 | +6.1% | 2.16% | +8.6% |
| Q2 2013 | $7,156,000 | – | 125,128 | – | 1.99% | – |
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% |