ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 539 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,234,419 | -3.4% | 34,260 | 0.0% | 0.04% | +8.1% |
| Q2 2023 | $2,312,531 | +0.7% | 34,260 | +0.9% | 0.04% | -9.8% |
| Q1 2023 | $2,297,172 | +6.4% | 33,957 | 0.0% | 0.04% | -2.4% |
| Q4 2022 | $2,159,138 | -63.5% | 33,957 | -67.3% | 0.04% | -66.9% |
| Q3 2022 | $5,917,000 | -20.7% | 103,786 | +0.4% | 0.13% | -13.6% |
| Q1 2022 | $7,457,000 | -23.5% | 103,370 | -18.6% | 0.15% | -23.0% |
| Q4 2021 | $9,749,000 | +4477.0% | 126,989 | +4393.6% | 0.19% | +3720.0% |
| Q2 2021 | $213,000 | – | 2,826 | – | 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% |