ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 435 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.06 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,755,107 | +813.3% | 57,576 | +845.3% | 0.00% | – |
| Q2 2023 | $411,143 | -86.8% | 6,091 | -86.8% | 0.00% | -100.0% |
| Q1 2023 | $3,118,800 | -19.6% | 46,102 | -24.4% | 0.00% | 0.0% |
| Q4 2022 | $3,877,605 | +33.8% | 60,983 | +20.0% | 0.00% | 0.0% |
| Q3 2022 | $2,898,000 | +1193.8% | 50,826 | +1539.5% | 0.00% | – |
| Q1 2022 | $224,000 | -56.9% | 3,100 | -54.2% | 0.00% | – |
| Q4 2021 | $520,000 | -97.6% | 6,774 | -97.7% | 0.00% | -100.0% |
| Q3 2021 | $21,861,000 | +202.8% | 290,168 | +203.6% | 0.00% | +300.0% |
| Q2 2021 | $7,220,000 | -89.9% | 95,581 | -90.2% | 0.00% | -94.1% |
| Q1 2021 | $71,410,000 | +959.5% | 978,356 | +965.6% | 0.02% | +750.0% |
| Q4 2020 | $6,740,000 | +63.7% | 91,816 | +51.9% | 0.00% | +100.0% |
| Q3 2020 | $4,117,000 | +43.0% | 60,429 | +30.2% | 0.00% | 0.0% |
| Q1 2020 | $2,879,000 | -79.1% | 46,396 | -75.0% | 0.00% | -83.3% |
| Q4 2019 | $13,806,000 | -52.8% | 185,221 | -54.4% | 0.01% | -60.0% |
| Q1 2019 | $29,233,000 | +3871.9% | 406,017 | +3823.2% | 0.02% | – |
| Q2 2018 | $736,000 | -97.2% | 10,349 | -97.6% | 0.00% | -100.0% |
| Q4 2016 | $26,399,000 | +1764.3% | 431,209 | +1960.4% | 0.03% | +2600.0% |
| Q3 2016 | $1,416,000 | -90.6% | 20,928 | -91.0% | 0.00% | -93.8% |
| Q4 2015 | $15,025,000 | – | 231,611 | – | 0.02% | – |
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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% |