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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $212,555 | -97.1% | 3,343 | -97.1% | 0.02% | -97.3% |
| Q2 2022 | $7,361,000 | -11.5% | 116,271 | +0.8% | 0.77% | +0.4% |
| Q1 2022 | $8,320,000 | +87.1% | 115,330 | +99.1% | 0.76% | +93.7% |
| Q4 2021 | $4,448,000 | +70.6% | 57,935 | +67.3% | 0.39% | +55.7% |
| Q3 2021 | $2,608,000 | +46.8% | 34,622 | +47.3% | 0.25% | +42.1% |
| Q2 2021 | $1,776,000 | +8.4% | 23,505 | +5.3% | 0.18% | -3.8% |
| Q4 2020 | $1,639,000 | +80.5% | 22,327 | +62.4% | 0.18% | +11.4% |
| Q2 2020 | $908,000 | +279.9% | 13,751 | +329.6% | 0.17% | +286.0% |
| Q4 2019 | $239,000 | -14.3% | 3,201 | -15.8% | 0.04% | -20.4% |
| Q3 2019 | $279,000 | -65.8% | 3,801 | -68.5% | 0.05% | -76.6% |
| Q3 2016 | $815,000 | +49.3% | 12,054 | +46.6% | 0.23% | +54.0% |
| Q2 2016 | $546,000 | +46.0% | 8,222 | +46.1% | 0.15% | +48.5% |
| Q1 2016 | $374,000 | +45.0% | 5,626 | +41.3% | 0.10% | +50.7% |
| Q4 2015 | $258,000 | +285.1% | 3,983 | +270.5% | 0.07% | +294.1% |
| Q3 2015 | $67,000 | +294.1% | 1,075 | +298.1% | 0.02% | +240.0% |
| Q2 2015 | $17,000 | +54.5% | 270 | +68.8% | 0.01% | +66.7% |
| Q1 2015 | $11,000 | +83.3% | 160 | +66.7% | 0.00% | +50.0% |
| Q4 2014 | $6,000 | – | 96 | – | 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% |