ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 519 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,870 | -3.4% | 351 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $23,670 | -7.3% | 351 | -6.9% | 0.00% | 0.0% |
| Q1 2023 | $25,526 | +115927.3% | 377 | +8.6% | 0.00% | 0.0% |
| Q4 2022 | $22 | -100.0% | 347 | -87.8% | 0.00% | -80.0% |
| Q3 2022 | $162,000 | -19.8% | 2,851 | -10.5% | 0.01% | -16.7% |
| Q2 2022 | $202,000 | -91.6% | 3,184 | -90.5% | 0.01% | -89.8% |
| Q1 2022 | $2,415,000 | -7.2% | 33,476 | -1.3% | 0.06% | -4.8% |
| Q4 2021 | $2,603,000 | +0.1% | 33,900 | -1.8% | 0.06% | -7.5% |
| Q3 2021 | $2,601,000 | -0.4% | 34,526 | -0.2% | 0.07% | -1.5% |
| Q2 2021 | $2,612,000 | +1.9% | 34,581 | -1.5% | 0.07% | -4.2% |
| Q1 2021 | $2,563,000 | -13.1% | 35,118 | -12.6% | 0.07% | -25.3% |
| Q4 2020 | $2,950,000 | -9.4% | 40,196 | -15.9% | 0.10% | -26.4% |
| Q3 2020 | $3,256,000 | -33.4% | 47,791 | -35.4% | 0.13% | -37.1% |
| Q2 2020 | $4,889,000 | +6.2% | 74,014 | -0.2% | 0.20% | -3.8% |
| Q1 2020 | $4,602,000 | -25.9% | 74,156 | -11.0% | 0.21% | -7.8% |
| Q4 2019 | $6,211,000 | +1.4% | 83,328 | -0.3% | 0.23% | -13.5% |
| Q3 2019 | $6,127,000 | +0.6% | 83,615 | -0.3% | 0.27% | -2.2% |
| Q2 2019 | $6,089,000 | -25.2% | 83,832 | -25.9% | 0.27% | -26.2% |
| Q1 2019 | $8,144,000 | +10.5% | 113,116 | +2.3% | 0.37% | +4.5% |
| Q4 2018 | $7,368,000 | +993.2% | 110,533 | +1093.5% | 0.35% | +1261.5% |
| Q3 2018 | $674,000 | +6.0% | 9,261 | +3.6% | 0.03% | -7.1% |
| Q2 2018 | $636,000 | -4.6% | 8,939 | -1.3% | 0.03% | -6.7% |
| Q1 2018 | $667,000 | +12.7% | 9,054 | +11.6% | 0.03% | -6.2% |
| Q4 2017 | $592,000 | +31.0% | 8,113 | +27.6% | 0.03% | +23.1% |
| Q3 2017 | $452,000 | +13.9% | 6,359 | +10.8% | 0.03% | 0.0% |
| Q2 2017 | $397,000 | +264.2% | 5,737 | +221.8% | 0.03% | +225.0% |
| Q4 2016 | $109,000 | – | 1,783 | – | 0.01% | – |
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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% |