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 | $321,629 | -16.7% | 4,931 | -13.8% | 0.04% | -18.4% |
| Q2 2023 | $386,266 | -1.2% | 5,722 | -1.0% | 0.05% | -5.8% |
| Q1 2023 | $391,017 | +0.5% | 5,780 | -5.6% | 0.05% | -3.7% |
| Q4 2022 | $389,224 | +10.3% | 6,121 | -1.3% | 0.05% | -3.6% |
| Q3 2022 | $353,000 | -27.7% | 6,200 | -19.5% | 0.06% | -24.3% |
| Q2 2022 | $488,000 | -12.4% | 7,702 | -0.3% | 0.07% | 0.0% |
| Q1 2022 | $557,000 | -65.3% | 7,722 | -63.1% | 0.07% | -63.7% |
| Q4 2021 | $1,607,000 | -3.5% | 20,936 | -5.3% | 0.20% | -10.5% |
| Q3 2021 | $1,666,000 | -8.9% | 22,108 | -8.7% | 0.23% | -8.4% |
| Q2 2021 | $1,829,000 | -80.4% | 24,211 | -80.9% | 0.25% | -81.9% |
| Q4 2020 | $9,309,000 | +7.4% | 126,810 | -0.4% | 1.38% | -5.7% |
| Q3 2020 | $8,671,000 | +3.3% | 127,274 | +0.2% | 1.46% | -2.2% |
| Q2 2020 | $8,394,000 | -14.4% | 127,060 | -19.6% | 1.50% | -33.8% |
| Q1 2020 | $9,806,000 | -7.5% | 158,037 | +11.2% | 2.26% | -25.7% |
| Q4 2019 | $10,598,000 | +4.0% | 142,176 | +2.2% | 3.04% | -1.0% |
| Q3 2019 | $10,190,000 | +5.8% | 139,049 | +4.9% | 3.07% | -4.1% |
| Q2 2019 | $9,628,000 | +27.0% | 132,547 | +16.6% | 3.20% | +6.4% |
| Q4 2018 | $7,580,000 | – | 113,707 | – | 3.01% | – |
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% |