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 | $151,975,999 | -1.1% | 2,330,206 | +2.3% | 5.08% | -0.4% |
| Q2 2023 | $153,682,688 | +2.8% | 2,278,516 | +3.1% | 5.10% | +1.3% |
| Q1 2023 | $149,496,589 | +355844.3% | 2,209,854 | +299338.2% | 5.04% | +251650.0% |
| Q3 2022 | $42,000 | -10.6% | 738 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $47,000 | -9.6% | 738 | +1.8% | 0.00% | 0.0% |
| Q1 2022 | $52,000 | -7.1% | 725 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $56,000 | -9.7% | 725 | -12.2% | 0.00% | 0.0% |
| Q3 2021 | $62,000 | +14.8% | 826 | +15.0% | 0.00% | 0.0% |
| Q2 2021 | $54,000 | +3.8% | 718 | +1.6% | 0.00% | 0.0% |
| Q1 2021 | $52,000 | 0.0% | 707 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $52,000 | – | 707 | – | 0.00% | – |
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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% |