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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,697,234 | -2.1% | 118,019 | +1.4% | 0.72% | +0.4% |
| Q2 2023 | $7,860,073 | +0.4% | 116,446 | +0.6% | 0.71% | -4.7% |
| Q1 2023 | $7,827,614 | +15.5% | 115,707 | +8.6% | 0.75% | +9.0% |
| Q4 2022 | $6,776,097 | +0.6% | 106,567 | -9.8% | 0.69% | -8.8% |
| Q3 2022 | $6,733,000 | -22.8% | 118,107 | -14.3% | 0.75% | -19.2% |
| Q2 2022 | $8,726,000 | -23.5% | 137,826 | -12.9% | 0.93% | -13.6% |
| Q1 2022 | $11,412,000 | -14.5% | 158,196 | -9.0% | 1.08% | -10.9% |
| Q4 2021 | $13,344,000 | -2.8% | 173,820 | -4.6% | 1.21% | -11.0% |
| Q3 2021 | $13,730,000 | +0.8% | 182,238 | +1.1% | 1.36% | -2.2% |
| Q2 2021 | $13,619,000 | +4.9% | 180,294 | +1.4% | 1.39% | -0.7% |
| Q1 2021 | $12,980,000 | +0.3% | 177,836 | +0.9% | 1.40% | -6.4% |
| Q4 2020 | $12,938,000 | +7.8% | 176,242 | +0.1% | 1.49% | -6.9% |
| Q3 2020 | $11,998,000 | +4.7% | 176,100 | +1.5% | 1.60% | -2.4% |
| Q2 2020 | $11,463,000 | +2.2% | 173,517 | -4.0% | 1.64% | -12.5% |
| Q1 2020 | $11,214,000 | -13.6% | 180,721 | +3.8% | 1.88% | +17.7% |
| Q4 2019 | $12,978,000 | +1.9% | 174,114 | +0.2% | 1.60% | -5.4% |
| Q3 2019 | $12,738,000 | -0.1% | 173,831 | -1.0% | 1.69% | -1.1% |
| Q2 2019 | $12,753,000 | -0.2% | 175,567 | -1.1% | 1.71% | -4.8% |
| Q1 2019 | $12,784,000 | +11.5% | 177,549 | +3.2% | 1.79% | -1.0% |
| Q4 2018 | $11,468,000 | -12.2% | 172,037 | -4.1% | 1.81% | +5.4% |
| Q3 2018 | $13,067,000 | -50.8% | 179,463 | +3.2% | 1.72% | -14.1% |
| Q2 2018 | $26,579,000 | +117.9% | 173,821 | +5.0% | 2.00% | +11.4% |
| Q1 2018 | $12,198,000 | +5.5% | 165,522 | +4.4% | 1.80% | +8.3% |
| Q4 2017 | $11,567,000 | +8.2% | 158,490 | +5.3% | 1.66% | +6.9% |
| Q3 2017 | $10,692,000 | +7.8% | 150,461 | +5.1% | 1.55% | +3.1% |
| Q2 2017 | $9,917,000 | +28.8% | 143,224 | +22.8% | 1.50% | +21.8% |
| Q1 2017 | $7,697,000 | +11.8% | 116,617 | +3.4% | 1.24% | +5.6% |
| Q4 2016 | $6,883,000 | -9.1% | 112,739 | +0.7% | 1.17% | -10.7% |
| Q3 2016 | $7,569,000 | +19.9% | 111,900 | +17.7% | 1.31% | +13.0% |
| Q2 2016 | $6,312,000 | +39.1% | 95,075 | +39.2% | 1.16% | +24.6% |
| Q1 2016 | $4,539,000 | +20.4% | 68,309 | +17.5% | 0.93% | +17.7% |
| Q4 2015 | $3,770,000 | +12.6% | 58,120 | +8.3% | 0.79% | +1.9% |
| Q3 2015 | $3,349,000 | +1.0% | 53,671 | +5.7% | 0.78% | +10.1% |
| Q2 2015 | $3,316,000 | +7.3% | 50,792 | +8.3% | 0.71% | +8.0% |
| Q1 2015 | $3,089,000 | -45.8% | 46,887 | -49.2% | 0.65% | +6.9% |
| Q4 2014 | $5,700,000 | +98.1% | 92,374 | +101.1% | 0.61% | -2.1% |
| Q3 2014 | $2,877,000 | +11.7% | 45,931 | +16.6% | 0.62% | +11.8% |
| Q2 2014 | $2,576,000 | +37.2% | 39,396 | +31.7% | 0.56% | +22.9% |
| Q1 2014 | $1,878,000 | +20.5% | 29,911 | +18.2% | 0.46% | +13.2% |
| Q4 2013 | $1,559,000 | +44.1% | 25,311 | +42.6% | 0.40% | +31.4% |
| Q3 2013 | $1,082,000 | +13.7% | 17,748 | +6.6% | 0.31% | +8.9% |
| Q2 2013 | $952,000 | – | 16,645 | – | 0.28% | – |
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% |