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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $229,000 | -73.3% | 2,986 | -73.8% | 0.10% | -77.9% |
| Q3 2021 | $857,000 | -39.4% | 11,379 | -39.2% | 0.43% | -43.2% |
| Q2 2021 | $1,415,000 | -56.3% | 18,729 | -57.8% | 0.76% | -61.9% |
| Q1 2021 | $3,237,000 | -55.0% | 44,350 | -54.8% | 2.00% | -58.8% |
| Q4 2020 | $7,197,000 | +1.8% | 98,036 | -5.6% | 4.86% | -0.2% |
| Q3 2020 | $7,073,000 | -3.4% | 103,810 | -6.4% | 4.87% | -4.3% |
| Q2 2020 | $7,325,000 | +12.1% | 110,890 | +5.3% | 5.09% | -5.6% |
| Q1 2020 | $6,533,000 | -9.0% | 105,281 | +9.3% | 5.39% | +23.8% |
| Q4 2019 | $7,181,000 | +9.0% | 96,340 | +7.2% | 4.36% | -0.2% |
| Q3 2019 | $6,589,000 | +5.1% | 89,911 | +4.2% | 4.36% | +0.1% |
| Q2 2019 | $6,269,000 | +2.1% | 86,303 | +1.2% | 4.36% | -2.8% |
| Q1 2019 | $6,143,000 | +6.9% | 85,318 | -1.0% | 4.49% | -0.4% |
| Q4 2018 | $5,748,000 | +0.5% | 86,223 | +9.8% | 4.50% | +18.0% |
| Q3 2018 | $5,718,000 | +1.6% | 78,539 | -0.7% | 3.82% | -13.5% |
| Q2 2018 | $5,627,000 | -13.4% | 79,104 | -10.2% | 4.41% | -15.5% |
| Q1 2018 | $6,494,000 | +3.8% | 88,132 | +2.8% | 5.22% | +8.5% |
| Q4 2017 | $6,255,000 | +2.3% | 85,704 | -0.4% | 4.81% | -2.2% |
| Q3 2017 | $6,117,000 | -15.5% | 86,077 | -17.6% | 4.92% | -12.9% |
| Q2 2017 | $7,235,000 | +12.9% | 104,491 | +7.7% | 5.66% | +5.1% |
| Q1 2017 | $6,406,000 | -4.7% | 97,065 | -11.6% | 5.38% | +4.0% |
| Q4 2016 | $6,725,000 | -18.3% | 109,842 | -9.8% | 5.17% | -25.5% |
| Q3 2016 | $8,233,000 | +20.8% | 121,712 | +18.6% | 6.95% | +6.3% |
| Q2 2016 | $6,816,000 | +17.2% | 102,659 | +17.3% | 6.54% | +3.8% |
| Q1 2016 | $5,816,000 | – | 87,544 | – | 6.30% | – |
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% |