ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $963,474 | -15.3% | 14,272 | -14.9% | 0.00% | +33.3% |
| Q1 2023 | $1,137,082 | +25.8% | 16,779 | +18.0% | 0.00% | -50.0% |
| Q4 2022 | $903,772 | +268.9% | 14,221 | +230.5% | 0.01% | +100.0% |
| Q3 2022 | $245,000 | -75.0% | 4,303 | -72.2% | 0.00% | -72.7% |
| Q2 2022 | $981,000 | -18.1% | 15,486 | -6.7% | 0.01% | -42.1% |
| Q1 2022 | $1,198,000 | -12.9% | 16,600 | -7.4% | 0.02% | -9.5% |
| Q4 2021 | $1,375,000 | +347.9% | 17,925 | +340.2% | 0.02% | +200.0% |
| Q3 2021 | $307,000 | -28.8% | 4,072 | -28.6% | 0.01% | -22.2% |
| Q2 2021 | $431,000 | -14.8% | 5,706 | -17.7% | 0.01% | -25.0% |
| Q1 2021 | $506,000 | -18.3% | 6,934 | -17.7% | 0.01% | -40.0% |
| Q4 2020 | $619,000 | -3.0% | 8,426 | -10.0% | 0.02% | -23.1% |
| Q3 2020 | $638,000 | +2.1% | 9,362 | -1.1% | 0.03% | -25.7% |
| Q2 2020 | $625,000 | +15.3% | 9,468 | +8.4% | 0.04% | +2.9% |
| Q1 2020 | $542,000 | -16.1% | 8,737 | +0.7% | 0.03% | +3.0% |
| Q4 2019 | $646,000 | +8.6% | 8,677 | +7.0% | 0.03% | -5.7% |
| Q3 2019 | $595,000 | +35.5% | 8,113 | +34.2% | 0.04% | +25.0% |
| Q2 2019 | $439,000 | – | 6,046 | – | 0.03% | – |
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% |