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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,220,288 | +5.5% | 34,043 | +9.2% | 0.06% | +7.1% |
| Q2 2023 | $2,103,980 | +2.8% | 31,170 | +3.0% | 0.06% | -1.8% |
| Q1 2023 | $2,046,579 | +36.8% | 30,252 | +28.6% | 0.06% | +23.9% |
| Q4 2022 | $1,495,557 | +118.6% | 23,521 | +95.9% | 0.05% | +91.7% |
| Q3 2022 | $684,000 | -7.7% | 12,004 | +2.5% | 0.02% | -4.0% |
| Q2 2022 | $741,000 | -11.6% | 11,712 | +0.9% | 0.02% | 0.0% |
| Q1 2022 | $838,000 | -1.2% | 11,611 | +5.1% | 0.02% | +4.2% |
| Q4 2021 | $848,000 | +7.9% | 11,049 | +5.9% | 0.02% | -4.0% |
| Q3 2021 | $786,000 | -2.7% | 10,432 | -2.5% | 0.02% | 0.0% |
| Q2 2021 | $808,000 | -3.6% | 10,701 | -6.8% | 0.02% | -19.4% |
| Q1 2021 | $838,000 | +9.4% | 11,486 | +10.0% | 0.03% | 0.0% |
| Q4 2020 | $766,000 | -7.2% | 10,440 | -13.8% | 0.03% | -20.5% |
| Q3 2020 | $825,000 | -61.4% | 12,109 | -62.6% | 0.04% | -66.7% |
| Q2 2020 | $2,136,000 | +21.0% | 32,345 | +13.7% | 0.12% | +0.9% |
| Q1 2020 | $1,766,000 | -13.0% | 28,456 | +4.5% | 0.12% | +8.4% |
| Q4 2019 | $2,030,000 | +123.3% | 27,230 | +117.6% | 0.11% | +91.1% |
| Q3 2019 | $909,000 | 0.0% | 12,514 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $909,000 | -42.8% | 12,514 | -43.3% | 0.06% | -50.0% |
| Q1 2019 | $1,589,000 | -7.1% | 22,074 | -13.9% | 0.11% | -24.8% |
| Q4 2018 | $1,710,000 | -34.4% | 25,651 | -28.4% | 0.15% | -21.6% |
| Q3 2018 | $2,607,000 | -31.2% | 35,804 | -31.1% | 0.19% | -34.3% |
| Q2 2018 | $3,787,000 | +198.4% | 51,986 | +201.8% | 0.29% | +186.1% |
| Q1 2018 | $1,269,000 | -3.2% | 17,227 | -4.1% | 0.10% | -11.4% |
| Q4 2017 | $1,311,000 | +19.0% | 17,964 | +15.9% | 0.11% | -9.5% |
| Q3 2017 | $1,102,000 | +34.7% | 15,504 | +31.2% | 0.13% | +17.8% |
| Q2 2017 | $818,000 | -30.2% | 11,815 | -33.5% | 0.11% | -37.1% |
| Q1 2017 | $1,172,000 | -55.6% | 17,764 | -54.5% | 0.17% | -65.7% |
| Q3 2016 | $2,639,000 | +131.7% | 39,022 | +127.5% | 0.50% | +91.5% |
| Q2 2016 | $1,139,000 | +305.3% | 17,150 | +306.0% | 0.26% | +236.4% |
| Q1 2016 | $281,000 | +4.5% | 4,224 | +2.0% | 0.08% | -10.5% |
| Q4 2015 | $269,000 | +48.6% | 4,143 | +43.0% | 0.09% | +56.4% |
| Q3 2015 | $181,000 | +1.1% | 2,898 | +6.3% | 0.06% | +3.8% |
| Q2 2015 | $179,000 | +59.8% | 2,727 | +63.6% | 0.05% | +71.0% |
| Q1 2015 | $112,000 | +5.7% | 1,667 | 0.0% | 0.03% | -6.1% |
| Q4 2014 | $106,000 | +112.0% | 1,667 | +106.6% | 0.03% | +32.0% |
| Q4 2013 | $50,000 | – | 807 | – | 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% |