ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 460 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $50,355 | -89.1% | 746 | -88.3% | 0.03% | -90.8% |
| Q3 2018 | $462,000 | +2.2% | 6,352 | 0.0% | 0.28% | -5.7% |
| Q2 2018 | $452,000 | -52.5% | 6,352 | -50.8% | 0.30% | -45.6% |
| Q1 2018 | $952,000 | -26.4% | 12,922 | -27.1% | 0.55% | -32.5% |
| Q4 2017 | $1,293,000 | +1.4% | 17,717 | -1.2% | 0.82% | -6.7% |
| Q3 2017 | $1,275,000 | +80.3% | 17,940 | +75.6% | 0.88% | +80.8% |
| Q2 2017 | $707,000 | +61.4% | 10,215 | +53.8% | 0.48% | +48.0% |
| Q1 2017 | $438,000 | – | 6,642 | – | 0.33% | – |
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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% |