ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,305 | -3.4% | 296 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $19,980 | -0.2% | 296 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $20,024 | +6.4% | 296 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $18,821 | +10.7% | 296 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $17,000 | -10.5% | 296 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $19,000 | -9.5% | 296 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $21,000 | -8.7% | 296 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $23,000 | +4.5% | 296 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $22,000 | -93.9% | 296 | -94.0% | 0.01% | -88.1% |
| Q4 2020 | $360,000 | +115.6% | 4,904 | +100.0% | 0.04% | -8.7% |
| Q3 2020 | $167,000 | +438.7% | 2,452 | +421.7% | 0.05% | +360.0% |
| Q2 2020 | $31,000 | +6.9% | 470 | 0.0% | 0.01% | -9.1% |
| Q1 2020 | $29,000 | -17.1% | 470 | 0.0% | 0.01% | -15.4% |
| Q4 2019 | $35,000 | +2.9% | 470 | 0.0% | 0.01% | -7.1% |
| Q3 2019 | $34,000 | 0.0% | 470 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $34,000 | 0.0% | 470 | 0.0% | 0.01% | -6.7% |
| Q1 2019 | $34,000 | +9.7% | 470 | 0.0% | 0.02% | -11.8% |
| Q4 2018 | $31,000 | -8.8% | 470 | 0.0% | 0.02% | +6.2% |
| Q3 2018 | $34,000 | +3.0% | 470 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $33,000 | -5.7% | 470 | 0.0% | 0.02% | -27.3% |
| Q1 2018 | $35,000 | +2.9% | 470 | 0.0% | 0.02% | +4.8% |
| Q4 2017 | $34,000 | +3.0% | 470 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $33,000 | 0.0% | 470 | 0.0% | 0.02% | -4.5% |
| Q2 2017 | $33,000 | – | 470 | – | 0.02% | – |
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% |