ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 511 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,983,507 | +24.6% | 61,078 | +29.2% | 0.30% | +28.4% |
| Q1 2023 | $3,196,961 | +5.4% | 47,257 | +1.6% | 0.24% | +4.4% |
| Q4 2022 | $3,032,363 | +19.4% | 46,494 | +4.0% | 0.23% | +7.1% |
| Q3 2022 | $2,540,000 | -4.2% | 44,702 | +6.8% | 0.21% | -0.5% |
| Q2 2022 | $2,650,000 | -28.1% | 41,857 | -17.8% | 0.21% | -13.8% |
| Q1 2022 | $3,684,000 | -1.9% | 50,932 | +4.1% | 0.25% | +13.9% |
| Q4 2021 | $3,757,000 | +5.3% | 48,944 | +3.0% | 0.22% | +0.9% |
| Q3 2021 | $3,569,000 | +1.9% | 47,539 | +2.5% | 0.21% | +2.9% |
| Q2 2021 | $3,504,000 | +7.1% | 46,395 | +5.4% | 0.21% | -1.0% |
| Q1 2021 | $3,272,000 | +71.0% | 44,031 | +59.2% | 0.21% | +16.7% |
| Q3 2020 | $1,914,000 | +69.5% | 27,649 | +52.0% | 0.18% | +46.3% |
| Q1 2020 | $1,129,000 | +93.3% | 18,192 | +124.1% | 0.12% | +156.2% |
| Q3 2019 | $584,000 | – | 8,118 | – | 0.05% | – |
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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% |