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 | $162,659 | -3.4% | 2,494 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $168,345 | +46.5% | 2,494 | +46.8% | 0.01% | +50.0% |
| Q1 2023 | $114,937 | +6.4% | 1,699 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $108,030 | +12.5% | 1,699 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $96,000 | -11.1% | 1,699 | -0.5% | 0.00% | 0.0% |
| Q2 2022 | $108,000 | -6.1% | 1,707 | +7.1% | 0.00% | -33.3% |
| Q1 2022 | $115,000 | -12.9% | 1,594 | -8.2% | 0.01% | +50.0% |
| Q4 2021 | $132,000 | -59.9% | 1,736 | -60.3% | 0.00% | -63.6% |
| Q3 2021 | $329,000 | +0.3% | 4,375 | +0.3% | 0.01% | -38.9% |
| Q2 2021 | $328,000 | +3.1% | 4,360 | -0.4% | 0.02% | 0.0% |
| Q1 2021 | $318,000 | +2.6% | 4,378 | +3.4% | 0.02% | -14.3% |
| Q4 2020 | $310,000 | -1.0% | 4,233 | -8.0% | 0.02% | -8.7% |
| Q3 2020 | $313,000 | +3.3% | 4,600 | 0.0% | 0.02% | -4.2% |
| Q2 2020 | $303,000 | +6.3% | 4,600 | +0.1% | 0.02% | -11.1% |
| Q1 2020 | $285,000 | -16.7% | 4,596 | 0.0% | 0.03% | +8.0% |
| Q4 2019 | $342,000 | +1.8% | 4,596 | +0.1% | 0.02% | -3.8% |
| Q3 2019 | $336,000 | -1.5% | 4,590 | -2.2% | 0.03% | 0.0% |
| Q2 2019 | $341,000 | -1.7% | 4,692 | -2.6% | 0.03% | -7.1% |
| Q1 2019 | $347,000 | -30.5% | 4,819 | -35.7% | 0.03% | -36.4% |
| Q4 2018 | $499,000 | -97.8% | 7,498 | -97.6% | 0.04% | -97.5% |
| Q3 2018 | $22,447,000 | +10.0% | 308,298 | +7.4% | 1.75% | +2.0% |
| Q2 2018 | $20,414,000 | +6.2% | 286,966 | +10.2% | 1.71% | -8.5% |
| Q1 2018 | $19,225,000 | +6.0% | 260,339 | +6.1% | 1.87% | +8.5% |
| Q4 2017 | $18,139,000 | +7.8% | 245,416 | +3.6% | 1.72% | -0.6% |
| Q3 2017 | $16,830,000 | +5.2% | 236,984 | +4.6% | 1.73% | -0.4% |
| Q2 2017 | $15,995,000 | +12.1% | 226,458 | +6.8% | 1.74% | +7.2% |
| Q1 2017 | $14,265,000 | +38.2% | 212,092 | +34.1% | 1.62% | +23.8% |
| Q4 2016 | $10,319,000 | 0.0% | 158,182 | 0.0% | 1.31% | 0.0% |
| Q3 2016 | $10,319,000 | +18326.8% | 158,182 | +18422.5% | 1.31% | +16300.0% |
| Q2 2016 | $56,000 | -50.9% | 854 | -50.0% | 0.01% | -38.5% |
| Q1 2016 | $114,000 | +245.5% | 1,708 | +219.9% | 0.01% | +160.0% |
| Q3 2015 | $33,000 | -2.9% | 534 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $34,000 | -2.9% | 534 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $35,000 | +6.1% | 534 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $33,000 | 0.0% | 534 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $33,000 | -2.9% | 534 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $34,000 | – | 534 | – | 0.01% | – |
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% |