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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,631 | -94.6% | 25 | -93.6% | 0.00% | -100.0% |
| Q2 2021 | $30,000 | +3.4% | 392 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $29,000 | 0.0% | 392 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $29,000 | +7.4% | 392 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $27,000 | +3.8% | 392 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $26,000 | -85.4% | 392 | -86.5% | 0.01% | -91.0% |
| Q4 2016 | $178,000 | -39.9% | 2,900 | -33.7% | 0.11% | -44.5% |
| Q3 2016 | $296,000 | +2.1% | 4,375 | 0.0% | 0.20% | -4.8% |
| Q2 2016 | $290,000 | +50.3% | 4,375 | +50.9% | 0.21% | +40.9% |
| Q1 2016 | $193,000 | – | 2,900 | – | 0.15% | – |
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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% |