ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $142,695 | -0.2% | 2,114 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $143,012 | +6.4% | 2,114 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $134,419 | +37.2% | 2,114 | +23.3% | 0.02% | +6.7% |
| Q3 2022 | $98,000 | -10.1% | 1,715 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $109,000 | -12.1% | 1,715 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $124,000 | -6.1% | 1,715 | 0.0% | 0.02% | +6.7% |
| Q4 2021 | $132,000 | +2.3% | 1,715 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $129,000 | -0.8% | 1,715 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $130,000 | +4.0% | 1,715 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $125,000 | -0.8% | 1,715 | 0.0% | 0.02% | -5.6% |
| Q4 2020 | $126,000 | +7.7% | 1,715 | 0.0% | 0.02% | -5.3% |
| Q3 2020 | $117,000 | +3.5% | 1,715 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $113,000 | +6.6% | 1,715 | 0.0% | 0.02% | -9.5% |
| Q1 2020 | $106,000 | – | 1,715 | – | 0.02% | – |
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% |