ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 529 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,559,958 | -11.2% | 52,740 | -11.0% | 0.54% | -16.6% |
| Q1 2023 | $4,009,751 | -10.5% | 59,272 | -15.8% | 0.64% | -13.3% |
| Q4 2022 | $4,477,914 | -3.8% | 70,424 | -13.8% | 0.74% | -8.6% |
| Q3 2022 | $4,656,000 | -43.6% | 81,671 | -28.7% | 0.81% | -31.3% |
| Q1 2022 | $8,258,000 | -6.5% | 114,479 | -0.5% | 1.18% | -0.9% |
| Q4 2021 | $8,834,000 | -12.6% | 115,065 | -14.2% | 1.19% | -18.7% |
| Q3 2021 | $10,108,000 | +22.9% | 134,163 | +23.2% | 1.47% | +23.9% |
| Q2 2021 | $8,225,000 | -7.4% | 108,887 | -10.5% | 1.18% | -14.9% |
| Q1 2021 | $8,880,000 | -11.4% | 121,657 | -10.9% | 1.39% | -24.9% |
| Q4 2020 | $10,020,000 | -8.4% | 136,494 | -14.9% | 1.85% | -23.1% |
| Q3 2020 | $10,933,000 | -5.5% | 160,467 | -8.4% | 2.41% | -9.4% |
| Q2 2020 | $11,572,000 | +7.7% | 175,174 | +1.2% | 2.66% | -9.5% |
| Q1 2020 | $10,743,000 | -16.3% | 173,141 | +0.5% | 2.94% | +6.1% |
| Q4 2019 | $12,841,000 | +8.2% | 172,275 | +6.3% | 2.77% | 0.0% |
| Q3 2019 | $11,872,000 | +2.2% | 162,005 | +1.3% | 2.77% | +27.9% |
| Q2 2019 | $11,618,000 | +9.1% | 159,945 | +8.1% | 2.17% | +19.6% |
| Q1 2019 | $10,651,000 | +34.8% | 147,927 | +24.8% | 1.81% | +19.7% |
| Q4 2018 | $7,903,000 | +9.7% | 118,562 | +19.9% | 1.52% | +29.0% |
| Q3 2018 | $7,202,000 | +8.6% | 98,919 | +6.1% | 1.17% | -0.8% |
| Q2 2018 | $6,630,000 | +0.7% | 93,197 | +4.3% | 1.18% | -7.9% |
| Q1 2018 | $6,582,000 | +14.9% | 89,317 | +13.8% | 1.28% | +34.4% |
| Q4 2017 | $5,727,000 | +57.9% | 78,469 | +53.7% | 0.96% | +48.0% |
| Q3 2017 | $3,628,000 | +38.4% | 51,055 | +34.8% | 0.65% | +37.4% |
| Q2 2017 | $2,622,000 | -42.0% | 37,861 | -44.7% | 0.47% | -41.3% |
| Q1 2017 | $4,519,000 | +10.7% | 68,471 | +2.7% | 0.80% | -16.5% |
| Q4 2016 | $4,082,000 | +129.2% | 66,690 | +153.4% | 0.96% | +100.6% |
| Q3 2016 | $1,781,000 | +50.5% | 26,318 | +47.7% | 0.48% | +43.1% |
| Q2 2016 | $1,183,000 | +29475.0% | 17,824 | +27321.5% | 0.33% | +16600.0% |
| Q3 2014 | $4,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $4,000 | – | 65 | – | 0.00% | – |
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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% |