ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $702,094 | -10.4% | 10,765 | -7.3% | 0.01% | -16.7% |
| Q2 2023 | $783,878 | +0.1% | 11,613 | +0.3% | 0.01% | -20.0% |
| Q1 2023 | $783,456 | +4.5% | 11,581 | -1.8% | 0.02% | -16.7% |
| Q4 2022 | $749,922 | +6.8% | 11,794 | -4.2% | 0.02% | -18.2% |
| Q3 2022 | $702,000 | -7.5% | 12,311 | +2.7% | 0.02% | -4.3% |
| Q2 2022 | $759,000 | -12.3% | 11,991 | 0.0% | 0.02% | -17.9% |
| Q1 2022 | $865,000 | -22.0% | 11,991 | -17.0% | 0.03% | -22.2% |
| Q4 2021 | $1,109,000 | +1.1% | 14,442 | -0.8% | 0.04% | -10.0% |
| Q3 2021 | $1,097,000 | -0.4% | 14,557 | -0.1% | 0.04% | -9.1% |
| Q2 2021 | $1,101,000 | +2.9% | 14,570 | -0.6% | 0.04% | -22.8% |
| Q1 2021 | $1,070,000 | -14.7% | 14,656 | -14.3% | 0.06% | -21.9% |
| Q4 2020 | $1,255,000 | -6.3% | 17,097 | -13.0% | 0.07% | -20.7% |
| Q3 2020 | $1,339,000 | -6.8% | 19,648 | -9.7% | 0.09% | -15.6% |
| Q2 2020 | $1,437,000 | -19.3% | 21,757 | -24.2% | 0.11% | -35.5% |
| Q1 2020 | $1,780,000 | -30.1% | 28,688 | -16.1% | 0.17% | -45.8% |
| Q4 2019 | $2,548,000 | -7.8% | 34,178 | -9.4% | 0.31% | -18.8% |
| Q3 2019 | $2,764,000 | -2.0% | 37,724 | -2.9% | 0.38% | -3.3% |
| Q2 2019 | $2,821,000 | -3.2% | 38,833 | -3.7% | 0.40% | -27.4% |
| Q1 2019 | $2,913,000 | -32.2% | 40,307 | -37.5% | 0.55% | -39.2% |
| Q4 2018 | $4,298,000 | -41.3% | 64,481 | -35.9% | 0.90% | -31.6% |
| Q3 2018 | $7,326,000 | – | 100,623 | – | 1.32% | – |
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% |