ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 518 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,619,000 | -20.8% | 38,447 | -23.2% | 3.74% | -10.4% |
| Q2 2020 | $3,308,000 | +4.1% | 50,075 | -2.2% | 4.18% | -2.0% |
| Q1 2020 | $3,177,000 | -50.9% | 51,207 | -41.0% | 4.26% | -22.5% |
| Q4 2019 | $6,467,000 | -0.0% | 86,759 | -1.7% | 5.50% | -18.1% |
| Q3 2019 | $6,468,000 | +2.7% | 88,268 | +1.8% | 6.72% | +19.7% |
| Q2 2019 | $6,297,000 | -1.7% | 86,692 | -2.6% | 5.62% | -13.3% |
| Q1 2019 | $6,409,000 | +198.2% | 89,008 | +176.1% | 6.47% | +154.5% |
| Q4 2018 | $2,149,000 | – | 32,240 | – | 2.54% | – |
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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% |