ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 511 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $136,832 | -16.2% | 2,098 | -13.3% | 0.02% | -21.7% |
| Q2 2023 | $163,350 | -0.2% | 2,420 | 0.0% | 0.02% | -4.2% |
| Q1 2023 | $163,713 | +26.5% | 2,420 | +18.9% | 0.02% | +20.0% |
| Q4 2022 | $129,395 | +17.6% | 2,035 | +5.5% | 0.02% | +11.1% |
| Q3 2022 | $110,000 | -17.3% | 1,929 | -8.3% | 0.02% | -14.3% |
| Q2 2022 | $133,000 | 0.0% | 2,103 | +13.9% | 0.02% | +16.7% |
| Q1 2022 | $133,000 | +5.6% | 1,847 | +12.3% | 0.02% | +12.5% |
| Q4 2021 | $126,000 | +1.6% | 1,645 | 0.0% | 0.02% | -5.9% |
| Q3 2021 | $124,000 | 0.0% | 1,645 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $124,000 | +31.9% | 1,645 | +28.3% | 0.02% | +21.4% |
| Q1 2021 | $94,000 | +6.8% | 1,282 | +6.5% | 0.01% | 0.0% |
| Q4 2020 | $88,000 | +4.8% | 1,204 | -2.7% | 0.01% | -12.5% |
| Q3 2020 | $84,000 | +6.3% | 1,238 | +3.2% | 0.02% | -5.9% |
| Q2 2020 | $79,000 | +9.7% | 1,200 | +3.4% | 0.02% | -10.5% |
| Q1 2020 | $72,000 | -50.7% | 1,161 | -40.6% | 0.02% | -44.1% |
| Q4 2019 | $146,000 | – | 1,955 | – | 0.03% | – |
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% |