ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 469 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $401,794 | +90.4% | 6,319 | +129.7% | 0.01% | +33.3% |
| Q4 2021 | $211,000 | -72.5% | 2,751 | -73.9% | 0.01% | -79.1% |
| Q1 2021 | $768,000 | +94.4% | 10,528 | +95.9% | 0.04% | +377.8% |
| Q4 2020 | $395,000 | -44.5% | 5,375 | -48.6% | 0.01% | -40.0% |
| Q3 2020 | $712,000 | +215.0% | 10,450 | +186.7% | 0.02% | +200.0% |
| Q1 2020 | $226,000 | -20.7% | 3,645 | -5.6% | 0.01% | +150.0% |
| Q1 2018 | $285,000 | -46.4% | 3,862 | -52.1% | 0.00% | -98.1% |
| Q1 2017 | $532,000 | -21.5% | 8,060 | -27.2% | 0.10% | -54.2% |
| Q4 2016 | $678,000 | +159.8% | 11,076 | +187.3% | 0.23% | +155.1% |
| Q3 2016 | $261,000 | – | 3,855 | – | 0.09% | – |
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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% |