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 | $1,116 | -3.9% | 17,113 | -0.5% | 0.01% | 0.0% |
| Q2 2023 | $1,161 | -9.5% | 17,204 | -9.3% | 0.01% | -22.2% |
| Q1 2023 | $1,283 | +4.5% | 18,965 | -1.8% | 0.01% | 0.0% |
| Q4 2022 | $1,228 | -99.9% | 19,310 | -22.4% | 0.01% | -18.2% |
| Q3 2022 | $1,418,000 | +63.7% | 24,881 | +81.8% | 0.01% | +57.1% |
| Q2 2022 | $866,000 | +42.9% | 13,686 | +63.0% | 0.01% | +75.0% |
| Q1 2022 | $606,000 | +6.3% | 8,398 | +13.1% | 0.00% | 0.0% |
| Q4 2021 | $570,000 | -7.9% | 7,427 | -9.3% | 0.00% | -20.0% |
| Q2 2021 | $619,000 | 0.0% | 8,190 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $619,000 | 0.0% | 8,190 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $619,000 | 0.0% | 8,190 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $619,000 | 0.0% | 8,190 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $619,000 | 0.0% | 8,190 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $619,000 | 0.0% | 8,190 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $619,000 | 0.0% | 8,190 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $619,000 | 0.0% | 8,190 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $619,000 | 0.0% | 8,190 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $619,000 | +73.4% | 8,190 | +52.7% | 0.01% | -44.4% |
| Q4 2018 | $357,000 | +246.6% | 5,362 | +280.6% | 0.01% | +200.0% |
| Q3 2018 | $103,000 | +10.8% | 1,409 | +7.6% | 0.00% | 0.0% |
| Q2 2018 | $93,000 | -3.1% | 1,309 | 0.0% | 0.00% | -25.0% |
| Q1 2018 | $96,000 | +84.6% | 1,309 | +83.3% | 0.00% | +100.0% |
| Q4 2017 | $52,000 | +92.6% | 714 | +64.5% | 0.00% | 0.0% |
| Q4 2016 | $27,000 | -74.0% | 434 | -71.8% | 0.00% | -71.4% |
| Q3 2016 | $104,000 | +116.7% | 1,541 | +112.3% | 0.01% | +75.0% |
| Q2 2016 | $48,000 | +200.0% | 726 | +206.3% | 0.00% | +300.0% |
| Q1 2016 | $16,000 | +60.0% | 237 | +58.0% | 0.00% | 0.0% |
| Q4 2015 | $10,000 | – | 150 | – | 0.00% | – |
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% |