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 | $11,740 | -3.4% | 180 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $12,150 | -0.2% | 180 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $12,177 | +6.4% | 180 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $11,445 | +27.2% | 180 | +23.3% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -18.2% | 146 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $11,000 | +57.1% | 146 | +35.2% | 0.00% | -50.0% |
| Q2 2016 | $7,000 | -12.5% | 108 | -5.3% | 0.00% | 0.0% |
| Q1 2016 | $8,000 | +14.3% | 114 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $7,000 | 0.0% | 114 | 0.0% | 0.00% | -33.3% |
| Q3 2015 | $7,000 | -63.2% | 114 | -63.8% | 0.00% | 0.0% |
| Q4 2014 | $19,000 | -82.2% | 315 | -81.5% | 0.00% | -84.2% |
| Q3 2014 | $107,000 | +296.3% | 1,701 | +319.0% | 0.02% | +280.0% |
| Q2 2014 | $27,000 | – | 406 | – | 0.01% | – |
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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% |