ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,775 | +1.0% | 3,492 | +4.6% | 0.00% | 0.0% |
| Q2 2023 | $225,478 | -10.9% | 3,340 | -10.7% | 0.00% | -33.3% |
| Q1 2023 | $253,039 | +6.4% | 3,740 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $237,833 | +16.6% | 3,740 | +4.5% | 0.01% | 0.0% |
| Q3 2022 | $204,000 | -14.6% | 3,580 | -5.0% | 0.01% | -14.3% |
| Q2 2022 | $239,000 | -11.5% | 3,767 | +0.7% | 0.01% | 0.0% |
| Q1 2022 | $270,000 | -1.8% | 3,740 | +4.5% | 0.01% | 0.0% |
| Q4 2021 | $275,000 | -60.1% | 3,580 | -68.2% | 0.01% | -92.9% |
| Q4 2016 | $690,000 | -24.8% | 11,268 | -16.9% | 0.10% | -42.1% |
| Q3 2016 | $917,000 | +25.3% | 13,557 | +23.0% | 0.17% | -16.6% |
| Q2 2016 | $732,000 | – | 11,022 | – | 0.20% | – |
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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% |