ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 511 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,595 | -3.4% | 561 | 0.0% | 0.01% | -6.7% |
| Q2 2023 | $37,874 | -0.2% | 561 | 0.0% | 0.02% | -6.2% |
| Q1 2023 | $37,958 | +6.4% | 561 | 0.0% | 0.02% | -11.1% |
| Q4 2022 | $35,677 | +11.5% | 561 | 0.0% | 0.02% | +12.5% |
| Q3 2022 | $32,000 | -11.1% | 561 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $36,000 | -10.0% | 561 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $40,000 | -7.0% | 561 | 0.0% | 0.02% | -5.9% |
| Q4 2021 | $43,000 | +2.4% | 561 | 0.0% | 0.02% | -10.5% |
| Q3 2021 | $42,000 | 0.0% | 561 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $42,000 | +2.4% | 561 | 0.0% | 0.02% | -5.0% |
| Q1 2021 | $41,000 | -75.7% | 561 | -75.7% | 0.02% | -78.0% |
| Q4 2020 | $169,000 | +7.6% | 2,304 | 0.0% | 0.09% | -7.1% |
| Q3 2020 | $157,000 | +3.3% | 2,304 | 0.0% | 0.10% | -3.9% |
| Q2 2020 | $152,000 | +7.8% | 2,304 | +1.5% | 0.10% | +7.4% |
| Q1 2020 | $141,000 | – | 2,271 | – | 0.10% | – |
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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% |