ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 562 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,026 | -54.5% | 15,738 | -52.9% | 0.05% | -52.7% |
| Q2 2023 | $2,253 | -13.2% | 33,388 | -13.1% | 0.11% | -11.1% |
| Q1 2023 | $2,597 | -81.3% | 38,400 | -84.2% | 0.13% | -85.4% |
| Q4 2022 | $13,886 | -99.9% | 243,581 | 0.0% | 0.86% | 0.0% |
| Q3 2022 | $13,886,000 | -25.5% | 243,581 | -17.3% | 0.86% | -17.5% |
| Q2 2022 | $18,645,000 | -24.7% | 294,510 | -14.1% | 1.05% | -17.6% |
| Q1 2022 | $24,745,000 | -17.5% | 343,019 | -12.2% | 1.27% | -14.2% |
| Q4 2021 | $29,990,000 | -0.4% | 390,658 | -2.3% | 1.48% | -15.6% |
| Q3 2021 | $30,119,000 | -0.4% | 399,777 | -0.1% | 1.75% | -9.3% |
| Q2 2021 | $30,235,000 | -34.1% | 400,259 | -36.3% | 1.93% | -39.4% |
| Q1 2021 | $45,880,000 | +0.3% | 628,591 | +0.9% | 3.19% | -6.3% |
| Q4 2020 | $45,752,000 | +11.4% | 623,241 | +3.4% | 3.40% | -3.0% |
| Q3 2020 | $41,053,000 | -16.7% | 602,576 | -19.2% | 3.51% | -19.4% |
| Q2 2020 | $49,270,000 | +11.6% | 745,840 | +4.8% | 4.35% | -7.5% |
| Q1 2020 | $44,149,000 | +13238.1% | 711,511 | +15925.0% | 4.70% | +15583.3% |
| Q4 2019 | $331,000 | – | 4,440 | – | 0.03% | – |
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% |