ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 583 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $36,391 | +6.4% | 538 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $34,205 | +14.0% | 538 | +0.7% | 0.00% | 0.0% |
| Q3 2022 | $30,000 | -11.8% | 534 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $34,000 | -10.5% | 534 | +1.9% | 0.00% | 0.0% |
| Q1 2022 | $38,000 | -5.0% | 524 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $40,000 | -2.4% | 524 | -3.9% | 0.00% | 0.0% |
| Q3 2021 | $41,000 | +5.1% | 545 | +4.8% | 0.00% | 0.0% |
| Q2 2021 | $39,000 | +5.4% | 520 | +1.8% | 0.00% | 0.0% |
| Q1 2021 | $37,000 | -2.6% | 511 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $38,000 | +8.6% | 511 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $35,000 | -55.1% | 511 | -56.7% | 0.01% | -64.7% |
| Q2 2020 | $78,000 | +151.6% | 1,179 | +133.9% | 0.02% | +88.9% |
| Q1 2020 | $31,000 | -51.6% | 504 | -41.6% | 0.01% | -50.0% |
| Q4 2019 | $64,000 | +1.6% | 863 | 0.0% | 0.02% | -18.2% |
| Q3 2019 | $63,000 | +70.3% | 863 | +71.2% | 0.02% | +46.7% |
| Q2 2019 | $37,000 | +2.8% | 504 | 0.0% | 0.02% | -11.8% |
| Q1 2019 | $36,000 | +5.9% | 504 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $34,000 | – | 504 | – | 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% |