ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $125,223 | -3.4% | 1,920 | 0.0% | 0.03% | -6.5% |
| Q2 2023 | $129,600 | +2.1% | 1,920 | +2.3% | 0.03% | -8.8% |
| Q1 2023 | $126,980 | +6.4% | 1,877 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $119,349 | +57.0% | 1,877 | +40.2% | 0.03% | +41.7% |
| Q3 2022 | $76,000 | -41.5% | 1,339 | -34.7% | 0.02% | -40.0% |
| Q2 2022 | $130,000 | +120.3% | 2,049 | +149.9% | 0.04% | +150.0% |
| Q1 2022 | $59,000 | -50.0% | 820 | -46.5% | 0.02% | -44.8% |
| Q4 2021 | $118,000 | +87.3% | 1,533 | +82.1% | 0.03% | +52.6% |
| Q3 2021 | $63,000 | +1.6% | 842 | +2.7% | 0.02% | +5.6% |
| Q2 2021 | $62,000 | +8.8% | 820 | +5.0% | 0.02% | +5.9% |
| Q1 2021 | $57,000 | 0.0% | 781 | 0.0% | 0.02% | -5.6% |
| Q4 2020 | $57,000 | +7.5% | 781 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $53,000 | +10.4% | 781 | +7.4% | 0.02% | +12.5% |
| Q2 2020 | $48,000 | -56.8% | 727 | -59.5% | 0.02% | -61.9% |
| Q1 2020 | $111,000 | -28.4% | 1,793 | -13.8% | 0.04% | -6.7% |
| Q4 2019 | $155,000 | +2.0% | 2,079 | 0.0% | 0.04% | -8.2% |
| Q3 2019 | $152,000 | +5.6% | 2,079 | +4.7% | 0.05% | +4.3% |
| Q2 2019 | $144,000 | +0.7% | 1,986 | 0.0% | 0.05% | -2.1% |
| Q1 2019 | $143,000 | +8.3% | 1,986 | 0.0% | 0.05% | +2.1% |
| Q4 2018 | $132,000 | -9.0% | 1,986 | 0.0% | 0.05% | -6.0% |
| Q3 2018 | $145,000 | +2.8% | 1,986 | 0.0% | 0.05% | -3.8% |
| Q2 2018 | $141,000 | -3.4% | 1,986 | 0.0% | 0.05% | -5.5% |
| Q1 2018 | $146,000 | +0.7% | 1,986 | 0.0% | 0.06% | +3.8% |
| Q4 2017 | $145,000 | +2.8% | 1,986 | 0.0% | 0.05% | -3.6% |
| Q3 2017 | $141,000 | +2.2% | 1,986 | 0.0% | 0.06% | -3.5% |
| Q2 2017 | $138,000 | +97.1% | 1,986 | +86.3% | 0.06% | +90.0% |
| Q1 2017 | $70,000 | +7.7% | 1,066 | 0.0% | 0.03% | +7.1% |
| Q4 2016 | $65,000 | -59.9% | 1,066 | -55.6% | 0.03% | -62.2% |
| Q3 2016 | $162,000 | +11.0% | 2,399 | +8.9% | 0.07% | +4.2% |
| Q2 2016 | $146,000 | 0.0% | 2,202 | 0.0% | 0.07% | -4.1% |
| Q1 2016 | $146,000 | +97.3% | 2,202 | +93.8% | 0.07% | +100.0% |
| Q4 2015 | $74,000 | – | 1,136 | – | 0.04% | – |
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% |