ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 583 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,913 | -86.4% | 152 | -85.9% | 0.00% | -100.0% |
| Q2 2023 | $72,968 | +88885.4% | 1,081 | -10.8% | 0.00% | -33.3% |
| Q1 2023 | $82 | – | 1,212 | +40300.0% | 0.00% | – |
| Q4 2022 | $0 | -100.0% | 3 | -99.7% | 0.00% | -100.0% |
| Q3 2022 | $60,000 | +7.1% | 1,051 | +18.9% | 0.00% | 0.0% |
| Q2 2022 | $56,000 | +330.8% | 884 | +399.4% | 0.00% | – |
| Q1 2022 | $13,000 | -43.5% | 177 | -41.2% | 0.00% | -100.0% |
| Q2 2021 | $23,000 | +4.5% | 301 | +1.7% | 0.00% | – |
| Q1 2021 | $22,000 | -79.8% | 296 | -80.1% | 0.00% | -100.0% |
| Q4 2020 | $109,000 | +275.9% | 1,485 | +251.9% | 0.00% | – |
| Q3 2020 | $29,000 | -67.0% | 422 | -70.2% | 0.00% | -100.0% |
| Q1 2020 | $88,000 | +576.9% | 1,416 | +728.1% | 0.01% | +400.0% |
| Q3 2019 | $13,000 | -91.1% | 171 | -91.5% | 0.00% | -90.0% |
| Q2 2019 | $146,000 | +440.7% | 2,009 | +402.2% | 0.01% | +400.0% |
| Q4 2018 | $27,000 | -61.4% | 400 | -57.7% | 0.00% | -66.7% |
| Q1 2018 | $70,000 | +89.2% | 946 | +80.9% | 0.01% | +100.0% |
| Q3 2017 | $37,000 | +164.3% | 523 | +156.4% | 0.00% | +50.0% |
| Q2 2017 | $14,000 | -22.2% | 204 | -31.5% | 0.00% | 0.0% |
| Q4 2016 | $18,000 | -74.6% | 298 | -72.9% | 0.00% | -83.3% |
| Q4 2015 | $71,000 | -5.3% | 1,100 | -3.3% | 0.01% | +33.3% |
| Q1 2015 | $75,000 | +102.7% | 1,137 | +91.1% | 0.01% | +80.0% |
| Q1 2014 | $37,000 | – | 595 | – | 0.01% | – |
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% |