ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 561 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $67,575,000 | +11.6% | 906,314 | +9.7% | 0.47% | +4.5% |
| Q3 2019 | $60,564,000 | +15.3% | 826,241 | +14.3% | 0.45% | +10.9% |
| Q2 2019 | $52,519,000 | -1.6% | 722,749 | -2.5% | 0.40% | -8.2% |
| Q1 2019 | $53,372,000 | +38.9% | 741,070 | +28.7% | 0.44% | +16.4% |
| Q4 2018 | $38,411,000 | +8.6% | 575,943 | +18.5% | 0.38% | +5.6% |
| Q3 2018 | $35,382,000 | +35.2% | 485,906 | +32.1% | 0.36% | -0.8% |
| Q2 2018 | $26,167,000 | -1.2% | 367,781 | +2.3% | 0.36% | -1.1% |
| Q1 2018 | $26,494,000 | +0.5% | 359,502 | -0.4% | 0.36% | +3.4% |
| Q4 2017 | $26,354,000 | +20.9% | 361,092 | +17.7% | 0.35% | +2.6% |
| Q3 2017 | $21,798,000 | +22.6% | 306,752 | +19.4% | 0.34% | +9.9% |
| Q2 2017 | $17,782,000 | +22.6% | 256,831 | +16.9% | 0.31% | +6.5% |
| Q1 2017 | $14,505,000 | -4.2% | 219,765 | -11.2% | 0.29% | -14.3% |
| Q4 2016 | $15,146,000 | -41.0% | 247,397 | -34.8% | 0.34% | -44.6% |
| Q3 2016 | $25,677,000 | +43.8% | 379,616 | +41.1% | 0.62% | +31.3% |
| Q2 2016 | $17,862,000 | – | 269,085 | – | 0.47% | – |
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% |