ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 529 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $3,323,000 | -12.5% | 45,529 | -12.0% | 0.23% | -14.9% |
| Q4 2020 | $3,797,000 | +49.7% | 51,729 | +38.9% | 0.27% | +31.4% |
| Q3 2020 | $2,536,000 | +153.9% | 37,229 | +146.1% | 0.20% | +131.8% |
| Q2 2020 | $999,000 | +46.9% | 15,129 | +38.1% | 0.09% | +41.9% |
| Q1 2020 | $680,000 | +63.5% | 10,953 | +96.0% | 0.06% | +93.8% |
| Q4 2019 | $416,000 | – | 5,587 | – | 0.03% | – |
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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% |