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 | $2,935 | -3.4% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,038 | -0.2% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3,045 | +6.4% | 45 | 0.0% | 0.00% | – |
| Q4 2022 | $2,861 | -4.6% | 45 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | -85.7% | 45 | -85.9% | 0.00% | -83.3% |
| Q4 2018 | $21,000 | -8.7% | 320 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $23,000 | 0.0% | 320 | 0.0% | 0.01% | +20.0% |
| Q2 2018 | $23,000 | -4.2% | 320 | 0.0% | 0.01% | -16.7% |
| Q1 2018 | $24,000 | -46.7% | 320 | -48.4% | 0.01% | -53.8% |
| Q4 2017 | $45,000 | +2.3% | 620 | 0.0% | 0.01% | -7.1% |
| Q3 2017 | $44,000 | +2.3% | 620 | 0.0% | 0.01% | -12.5% |
| Q2 2017 | $43,000 | -53.3% | 620 | -55.6% | 0.02% | -56.8% |
| Q1 2017 | $92,000 | -82.8% | 1,395 | -84.0% | 0.04% | -87.6% |
| Q4 2016 | $535,000 | – | 8,732 | – | 0.30% | – |
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% |