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 | $25,159,854 | +0.8% | 385,769 | +4.3% | 0.76% | +6.5% |
| Q2 2023 | $24,971,085 | +0.8% | 369,942 | +1.0% | 0.72% | -2.0% |
| Q1 2023 | $24,768,830 | +2680509.3% | 366,132 | +2419.1% | 0.73% | +2719.2% |
| Q4 2022 | $924 | -99.8% | 14,534 | +55.7% | 0.03% | +62.5% |
| Q3 2022 | $532,000 | -22.9% | 9,333 | -14.4% | 0.02% | -27.3% |
| Q2 2022 | $690,000 | -42.1% | 10,906 | -33.9% | 0.02% | -35.3% |
| Q1 2022 | $1,191,000 | -98.2% | 16,510 | -98.1% | 0.03% | -98.2% |
| Q4 2021 | $65,409,000 | +16.8% | 852,012 | +14.6% | 1.93% | +31.8% |
| Q3 2021 | $56,008,000 | -7.1% | 743,408 | -6.9% | 1.47% | -18.2% |
| Q2 2021 | $60,294,000 | +11.4% | 798,166 | +7.7% | 1.79% | -9.8% |
| Q1 2021 | $54,107,000 | +16.8% | 741,293 | +9.0% | 1.99% | +20.3% |
| Q3 2020 | $46,318,000 | +2302.4% | 679,849 | +2229.5% | 1.65% | +3414.9% |
| Q2 2020 | $1,928,000 | +142.5% | 29,184 | +127.9% | 0.05% | +20.5% |
| Q1 2020 | $795,000 | -97.9% | 12,807 | -97.4% | 0.04% | -97.6% |
| Q4 2019 | $37,290,000 | +768.2% | 500,266 | +753.6% | 1.64% | +840.2% |
| Q3 2019 | $4,295,000 | – | 58,610 | – | 0.17% | – |
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% |