ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 571 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,684,140 | -7.0% | 25,822 | -2.3% | 0.34% | -2.0% |
| Q2 2023 | $1,811,768 | -1.5% | 26,441 | -1.7% | 0.34% | -10.4% |
| Q1 2023 | $1,839,892 | -69.0% | 26,899 | -71.2% | 0.38% | -71.9% |
| Q4 2022 | $5,939,712 | +34.0% | 93,414 | +20.2% | 1.37% | +19.4% |
| Q3 2022 | $4,432,000 | -8.8% | 77,733 | +1.2% | 1.14% | -6.4% |
| Q2 2022 | $4,862,000 | -10.8% | 76,791 | +1.9% | 1.22% | +0.6% |
| Q1 2022 | $5,450,000 | +20.6% | 75,323 | +28.0% | 1.22% | +17.6% |
| Q4 2021 | $4,519,000 | +1.7% | 58,865 | -0.2% | 1.03% | -1.3% |
| Q3 2021 | $4,444,000 | +94.5% | 58,983 | +95.0% | 1.05% | +82.7% |
| Q2 2021 | $2,285,000 | +5.6% | 30,244 | +4.4% | 0.57% | -0.3% |
| Q1 2021 | $2,163,000 | +0.7% | 28,961 | +0.8% | 0.58% | +16.4% |
| Q4 2020 | $2,147,000 | +13.6% | 28,743 | +3.6% | 0.49% | -2.6% |
| Q3 2020 | $1,890,000 | +2.6% | 27,741 | -0.6% | 0.51% | -7.7% |
| Q2 2020 | $1,843,000 | -43.1% | 27,904 | -46.6% | 0.55% | -56.6% |
| Q1 2020 | $3,240,000 | -13.2% | 52,223 | +4.3% | 1.26% | -1.8% |
| Q4 2019 | $3,734,000 | -10.2% | 50,089 | -11.7% | 1.29% | -17.0% |
| Q3 2019 | $4,158,000 | +1.7% | 56,744 | +0.8% | 1.55% | +4.3% |
| Q2 2019 | $4,089,000 | -5.3% | 56,292 | -6.1% | 1.49% | -6.4% |
| Q1 2019 | $4,316,000 | +39.8% | 59,946 | +29.4% | 1.59% | +28.2% |
| Q4 2018 | $3,088,000 | +97.1% | 46,328 | +115.3% | 1.24% | +117.5% |
| Q3 2018 | $1,567,000 | – | 21,518 | – | 0.57% | – |
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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% |