ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 518 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,975,252 | +8.6% | 45,619 | +12.4% | 0.49% | +13.4% |
| Q2 2023 | $2,738,831 | +26.7% | 40,575 | +27.0% | 0.43% | +19.0% |
| Q1 2023 | $2,161,884 | -6.1% | 31,957 | -11.8% | 0.36% | -11.4% |
| Q4 2022 | $2,303,195 | -27.3% | 36,222 | -34.8% | 0.41% | -33.7% |
| Q3 2022 | $3,166,000 | -9.1% | 55,537 | +1.0% | 0.62% | -6.5% |
| Q2 2022 | $3,483,000 | -13.0% | 55,014 | -0.9% | 0.66% | -1.0% |
| Q1 2022 | $4,004,000 | -2.6% | 55,499 | +3.6% | 0.67% | +7.5% |
| Q4 2021 | $4,111,000 | +5.2% | 53,552 | +3.2% | 0.62% | -7.7% |
| Q3 2021 | $3,909,000 | +5.9% | 51,885 | +6.2% | 0.68% | -46.6% |
| Q2 2021 | $3,691,000 | +14.4% | 48,858 | +10.6% | 1.26% | +109.4% |
| Q1 2021 | $3,225,000 | +15.8% | 44,180 | +16.4% | 0.60% | +7.3% |
| Q4 2020 | $2,786,000 | +20.4% | 37,949 | +12.0% | 0.56% | +10.0% |
| Q3 2020 | $2,313,000 | +25.5% | 33,876 | +24.2% | 0.51% | +24.9% |
| Q2 2020 | $1,843,000 | +172.6% | 27,277 | +159.8% | 0.41% | +157.9% |
| Q1 2020 | $676,000 | – | 10,500 | – | 0.16% | – |
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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% |