ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 539 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,807,843 | -1.1% | 196,379 | +2.4% | 3.24% | +1.6% |
| Q2 2023 | $12,943,805 | +1.4% | 191,760 | +1.7% | 3.19% | -2.2% |
| Q1 2023 | $12,760,414 | +7.9% | 188,624 | +1.4% | 3.26% | +6.3% |
| Q4 2022 | $11,827,764 | +9.8% | 186,015 | -1.5% | 3.07% | -0.2% |
| Q3 2022 | $10,769,000 | -7.5% | 188,900 | +2.7% | 3.07% | -2.5% |
| Q2 2022 | $11,647,000 | -5.4% | 183,963 | +7.8% | 3.15% | +6.3% |
| Q1 2022 | $12,306,000 | -7.0% | 170,582 | -1.1% | 2.96% | -2.2% |
| Q4 2021 | $13,238,000 | +11.7% | 172,432 | +9.6% | 3.03% | -10.5% |
| Q3 2021 | $11,850,000 | +4.7% | 157,290 | +5.0% | 3.39% | +6.0% |
| Q2 2021 | $11,318,000 | +10.9% | 149,830 | +7.1% | 3.19% | +5.6% |
| Q1 2021 | $10,207,000 | +2.7% | 139,840 | +3.3% | 3.02% | -9.4% |
| Q4 2020 | $9,942,000 | +13.6% | 135,425 | +5.4% | 3.34% | -0.8% |
| Q3 2020 | $8,751,000 | +5.5% | 128,445 | +2.3% | 3.36% | +1.1% |
| Q2 2020 | $8,296,000 | +41.6% | 125,580 | +33.0% | 3.33% | +20.6% |
| Q1 2020 | $5,858,000 | – | 94,400 | – | 2.76% | – |
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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% |