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 | $248,349 | -15.9% | 3,808 | -78.4% | 0.00% | 0.0% |
| Q2 2023 | $295,454 | -97.3% | 17,607 | -88.6% | 0.00% | -97.9% |
| Q1 2023 | $11,003,687 | +2551.5% | 153,855 | +2572.5% | 0.19% | +2000.0% |
| Q1 2022 | $415,000 | +6.7% | 5,757 | +13.7% | 0.01% | 0.0% |
| Q4 2021 | $389,000 | +91.6% | 5,065 | +55.0% | 0.01% | -10.0% |
| Q1 2020 | $203,000 | -49.5% | 3,267 | -40.9% | 0.01% | -67.7% |
| Q3 2018 | $402,000 | +87.9% | 5,528 | +90.0% | 0.03% | +47.6% |
| Q1 2018 | $214,000 | -13.0% | 2,910 | -13.6% | 0.02% | -19.2% |
| Q4 2017 | $246,000 | +12.3% | 3,367 | +9.1% | 0.03% | +4.0% |
| Q3 2017 | $219,000 | – | 3,087 | – | 0.02% | – |
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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% |