ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 460 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,707 | -99.9% | 40 | -99.9% | 0.00% | -100.0% |
| Q2 2022 | $2,529,000 | -37.5% | 39,949 | -28.8% | 0.19% | -29.3% |
| Q1 2022 | $4,048,000 | -16.4% | 56,109 | -11.0% | 0.27% | -22.7% |
| Q4 2021 | $4,841,000 | +4.3% | 63,063 | +2.4% | 0.34% | -6.5% |
| Q3 2021 | $4,641,000 | +4.8% | 61,595 | +5.0% | 0.37% | +3.1% |
| Q2 2021 | $4,430,000 | +26.2% | 58,643 | +21.9% | 0.36% | +17.0% |
| Q1 2021 | $3,511,000 | +20.1% | 48,101 | +20.8% | 0.30% | +9.7% |
| Q4 2020 | $2,923,000 | +7.1% | 39,820 | -0.6% | 0.28% | -10.0% |
| Q3 2020 | $2,729,000 | -23.4% | 40,057 | -25.7% | 0.31% | -30.1% |
| Q2 2020 | $3,563,000 | -14.4% | 53,941 | -19.5% | 0.44% | -29.4% |
| Q1 2020 | $4,160,000 | -26.0% | 67,035 | -11.1% | 0.63% | +3.8% |
| Q4 2019 | $5,623,000 | +3.2% | 75,440 | +1.4% | 0.60% | -11.1% |
| Q3 2019 | $5,451,000 | +1.0% | 74,388 | +0.1% | 0.68% | +3.2% |
| Q2 2019 | $5,399,000 | +0.6% | 74,328 | -0.3% | 0.66% | -5.1% |
| Q1 2019 | $5,369,000 | +19.3% | 74,568 | +10.4% | 0.69% | +2.1% |
| Q4 2018 | $4,501,000 | – | 67,528 | – | 0.68% | – |
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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% |