ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 571 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $611,894 | +108008.5% | 9,045 | +1.6% | 0.19% | +3.3% |
| Q4 2022 | $566 | -99.9% | 8,905 | -20.4% | 0.18% | -15.3% |
| Q3 2022 | $638,000 | -7.1% | 11,192 | +3.1% | 0.22% | +0.5% |
| Q2 2022 | $687,000 | -10.9% | 10,856 | +1.6% | 0.21% | +3.4% |
| Q1 2022 | $771,000 | -3.5% | 10,690 | +2.8% | 0.21% | +3.5% |
| Q4 2021 | $799,000 | +1.5% | 10,403 | -0.4% | 0.20% | -2.4% |
| Q3 2021 | $787,000 | +0.1% | 10,446 | +0.3% | 0.20% | +1.0% |
| Q2 2021 | $786,000 | -42.1% | 10,410 | -44.1% | 0.20% | -46.2% |
| Q1 2021 | $1,358,000 | -27.7% | 18,612 | -27.2% | 0.38% | -31.2% |
| Q4 2020 | $1,877,000 | +1.3% | 25,568 | -5.9% | 0.55% | -11.8% |
| Q3 2020 | $1,852,000 | +16.3% | 27,183 | +12.8% | 0.62% | +5.1% |
| Q2 2020 | $1,592,000 | +654.5% | 24,099 | +749.8% | 0.59% | +795.5% |
| Q4 2019 | $211,000 | – | 2,836 | – | 0.07% | – |
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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% |