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 | $12,039,482 | -4.3% | 184,598 | -0.9% | 3.17% | -8.3% |
| Q2 2023 | $12,575,453 | -4.3% | 186,303 | -1.9% | 3.46% | -7.2% |
| Q1 2023 | $13,147,251 | -0.0% | 189,852 | -4.7% | 3.73% | +0.7% |
| Q4 2022 | $13,151,602 | +10.0% | 199,146 | -5.3% | 3.70% | -4.9% |
| Q3 2022 | $11,954,000 | -14.9% | 210,352 | -1.6% | 3.89% | -6.7% |
| Q2 2022 | $14,043,000 | -14.1% | 213,814 | -5.6% | 4.17% | -7.5% |
| Q1 2022 | $16,345,000 | -5.0% | 226,576 | +1.1% | 4.51% | -12.3% |
| Q4 2021 | $17,211,000 | +0.9% | 224,189 | -1.0% | 5.15% | -14.7% |
| Q3 2021 | $17,060,000 | -4.9% | 226,446 | -4.6% | 6.03% | -7.4% |
| Q2 2021 | $17,933,000 | +6.4% | 237,395 | +2.8% | 6.51% | -3.1% |
| Q1 2021 | $16,861,000 | -1.8% | 231,002 | -1.3% | 6.72% | -19.2% |
| Q4 2020 | $17,177,000 | +7.0% | 233,982 | -0.7% | 8.32% | -3.7% |
| Q3 2020 | $16,058,000 | -5.5% | 235,700 | -8.4% | 8.64% | -9.6% |
| Q2 2020 | $16,995,000 | +2334.8% | 257,265 | +2188.4% | 9.55% | +2329.3% |
| Q1 2020 | $698,000 | – | 11,242 | – | 0.39% | – |
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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% |