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 | $445,036 | -12.0% | 6,824 | -8.9% | 0.01% | -9.1% |
Q2 2023 | $505,800 | -8.8% | 7,493 | -8.6% | 0.01% | -15.4% |
Q1 2023 | $554,558 | +4.7% | 8,197 | -1.6% | 0.01% | -13.3% |
Q4 2022 | $529,766 | +7.2% | 8,332 | -3.9% | 0.02% | -16.7% |
Q3 2022 | $494,000 | -13.3% | 8,673 | -3.6% | 0.02% | -25.0% |
Q2 2022 | $570,000 | -13.0% | 8,998 | -0.9% | 0.02% | -4.0% |
Q1 2022 | $655,000 | -13.8% | 9,078 | -8.3% | 0.02% | -7.4% |
Q4 2021 | $760,000 | +7.8% | 9,898 | +5.8% | 0.03% | -3.6% |
Q3 2021 | $705,000 | +28.9% | 9,353 | +29.1% | 0.03% | +21.7% |
Q2 2021 | $547,000 | -6.8% | 7,244 | -9.9% | 0.02% | -14.8% |
Q1 2021 | $587,000 | -72.8% | 8,037 | -72.6% | 0.03% | -75.9% |
Q4 2020 | $2,155,000 | +0.5% | 29,354 | -6.8% | 0.11% | -24.3% |
Q3 2020 | $2,145,000 | +17.2% | 31,486 | +13.7% | 0.15% | +12.1% |
Q2 2020 | $1,830,000 | +9.6% | 27,698 | +2.9% | 0.13% | -10.8% |
Q1 2020 | $1,670,000 | +259.9% | 26,918 | +332.3% | 0.15% | +300.0% |
Q4 2019 | $464,000 | +29.6% | 6,227 | +27.4% | 0.04% | +15.6% |
Q3 2019 | $358,000 | +35.1% | 4,887 | +34.0% | 0.03% | +52.4% |
Q2 2019 | $265,000 | -3.3% | 3,646 | -11.1% | 0.02% | -54.3% |
Q4 2018 | $274,000 | – | 4,103 | – | 0.05% | – |
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% |