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 | $1,002,379 | -1.9% | 14,403 | -0.5% | 0.02% | 0.0% |
| Q2 2023 | $1,022,095 | -9.2% | 14,473 | -9.5% | 0.02% | -14.3% |
| Q1 2023 | $1,126,190 | +12.4% | 15,997 | +9.9% | 0.02% | 0.0% |
| Q4 2022 | $1,001,612 | -70.7% | 14,560 | -67.4% | 0.02% | -65.6% |
| Q4 2021 | $3,424,000 | +10.0% | 44,595 | +7.9% | 0.06% | +8.9% |
| Q3 2021 | $3,114,000 | +129.5% | 41,327 | +130.0% | 0.06% | +115.4% |
| Q2 2021 | $1,357,000 | -22.7% | 17,969 | -25.3% | 0.03% | -33.3% |
| Q1 2021 | $1,755,000 | -82.5% | 24,043 | -82.4% | 0.04% | -84.0% |
| Q4 2020 | $10,056,000 | +16.2% | 136,979 | +7.8% | 0.24% | -7.6% |
| Q3 2020 | $8,657,000 | -23.8% | 127,059 | -26.2% | 0.26% | -32.6% |
| Q2 2020 | $11,368,000 | +102.3% | 172,080 | +90.0% | 0.39% | -9.5% |
| Q1 2020 | $5,619,000 | -6.9% | 90,552 | +11.8% | 0.43% | +162.8% |
| Q4 2019 | $6,037,000 | +0.0% | 80,991 | -1.6% | 0.16% | -23.7% |
| Q3 2019 | $6,034,000 | +16.0% | 82,346 | +12.1% | 0.22% | +10.8% |
| Q2 2019 | $5,201,000 | +73.0% | 73,481 | +75.9% | 0.19% | +52.8% |
| Q1 2019 | $3,007,000 | +13.3% | 41,764 | +4.9% | 0.13% | +7.6% |
| Q4 2018 | $2,654,000 | -61.4% | 39,815 | -57.9% | 0.12% | -56.6% |
| Q3 2018 | $6,878,000 | +6.4% | 94,465 | +3.9% | 0.27% | -4.2% |
| Q2 2018 | $6,467,000 | +19.1% | 90,911 | +23.4% | 0.28% | +8.4% |
| Q1 2018 | $5,431,000 | -5.0% | 73,701 | -5.9% | 0.26% | -7.7% |
| Q4 2017 | $5,715,000 | -20.7% | 78,315 | -22.7% | 0.28% | -27.6% |
| Q3 2017 | $7,203,000 | +1.1% | 101,361 | -1.5% | 0.39% | -10.1% |
| Q2 2017 | $7,123,000 | +9.0% | 102,879 | +3.9% | 0.44% | +2.6% |
| Q1 2017 | $6,533,000 | -6.8% | 98,990 | -13.6% | 0.42% | -20.6% |
| Q4 2016 | $7,013,000 | -11.1% | 114,562 | -1.8% | 0.54% | -26.2% |
| Q3 2016 | $7,887,000 | +98.8% | 116,606 | +94.4% | 0.72% | +69.8% |
| Q2 2016 | $3,968,000 | +3.6% | 59,990 | +4.1% | 0.43% | -1.8% |
| Q1 2016 | $3,830,000 | +30.7% | 57,642 | +22.1% | 0.44% | +35.1% |
| Q4 2015 | $2,930,000 | +74.3% | 47,220 | +75.3% | 0.32% | +38.8% |
| Q3 2015 | $1,681,000 | +1.6% | 26,941 | +6.3% | 0.23% | +19.6% |
| Q2 2015 | $1,655,000 | -0.4% | 25,354 | +0.6% | 0.19% | +3.2% |
| Q1 2015 | $1,661,000 | +6.5% | 25,212 | -0.3% | 0.19% | +13.3% |
| Q4 2014 | $1,560,000 | +4.0% | 25,277 | +5.5% | 0.17% | +8.5% |
| Q3 2014 | $1,500,000 | +57.7% | 23,950 | +64.7% | 0.15% | +61.1% |
| Q2 2014 | $951,000 | +35.9% | 14,545 | +30.4% | 0.10% | +33.8% |
| Q1 2014 | $700,000 | +8.2% | 11,150 | +6.2% | 0.07% | +10.9% |
| Q4 2013 | $647,000 | – | 10,502 | – | 0.06% | – |
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% |