ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 571 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $8 | +14.3% | 111 | 0.0% | 0.00% | – |
| Q4 2022 | $7 | -99.9% | 111 | 0.0% | 0.00% | – |
| Q3 2022 | $6,000 | -14.3% | 111 | 0.0% | 0.00% | – |
| Q2 2022 | $7,000 | -12.5% | 111 | 0.0% | 0.00% | – |
| Q1 2022 | $8,000 | -11.1% | 111 | 0.0% | 0.00% | – |
| Q4 2021 | $9,000 | +12.5% | 111 | 0.0% | 0.00% | – |
| Q3 2021 | $8,000 | -99.0% | 111 | -99.0% | 0.00% | -100.0% |
| Q1 2021 | $834,000 | +26.4% | 11,420 | +27.0% | 0.04% | +15.4% |
| Q4 2020 | $660,000 | +25.0% | 8,989 | +16.0% | 0.04% | +11.4% |
| Q3 2020 | $528,000 | +1.1% | 7,748 | -2.0% | 0.04% | -7.9% |
| Q2 2020 | $522,000 | +14.5% | 7,906 | +7.5% | 0.04% | -2.6% |
| Q1 2020 | $456,000 | -7.9% | 7,355 | +10.7% | 0.04% | +11.4% |
| Q4 2019 | $495,000 | +456.2% | 6,647 | +449.3% | 0.04% | +400.0% |
| Q3 2019 | $89,000 | +1.1% | 1,210 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $88,000 | – | 1,210 | – | 0.01% | – |
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% |