ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 583 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,692,227 | -1.5% | 41,279 | +2.0% | 0.10% | +1.0% |
| Q2 2023 | $2,732,006 | +19.1% | 40,474 | +19.3% | 0.10% | +10.6% |
| Q1 2023 | $2,294,652 | +36.2% | 33,919 | +28.0% | 0.09% | +25.3% |
| Q4 2022 | $1,684,905 | -1.7% | 26,498 | -11.8% | 0.08% | -14.8% |
| Q3 2022 | $1,714,000 | +1.2% | 30,057 | +12.4% | 0.09% | -21.4% |
| Q2 2022 | $1,694,000 | -19.8% | 26,751 | -8.7% | 0.11% | -5.1% |
| Q1 2022 | $2,113,000 | -6.9% | 29,285 | -0.9% | 0.12% | -1.7% |
| Q4 2021 | $2,269,000 | +11.5% | 29,561 | +9.4% | 0.12% | 0.0% |
| Q3 2021 | $2,035,000 | -2.1% | 27,009 | -1.8% | 0.12% | -2.4% |
| Q2 2021 | $2,078,000 | -10.2% | 27,504 | -13.2% | 0.12% | -22.2% |
| Q1 2021 | $2,313,000 | +9.4% | 31,685 | +10.0% | 0.16% | +0.6% |
| Q4 2020 | $2,114,000 | +20.0% | 28,798 | +11.4% | 0.16% | +2.6% |
| Q3 2020 | $1,761,000 | +159.7% | 25,851 | +151.7% | 0.15% | +128.4% |
| Q2 2020 | $678,000 | +110.6% | 10,271 | +97.9% | 0.07% | +52.3% |
| Q1 2020 | $322,000 | +5.6% | 5,190 | +26.8% | 0.04% | +37.5% |
| Q4 2019 | $305,000 | -16.4% | 4,093 | -17.7% | 0.03% | -33.3% |
| Q3 2019 | $365,000 | -3.7% | 4,976 | -4.6% | 0.05% | -2.0% |
| Q2 2019 | $379,000 | +31.6% | 5,216 | +30.6% | 0.05% | +14.0% |
| Q1 2019 | $288,000 | +20.0% | 3,995 | +21.0% | 0.04% | +19.4% |
| Q3 2018 | $240,000 | -7.7% | 3,301 | -9.6% | 0.04% | -39.0% |
| Q2 2018 | $260,000 | -4.1% | 3,651 | -0.8% | 0.06% | -14.5% |
| Q1 2018 | $271,000 | +19.9% | 3,681 | +18.8% | 0.07% | -18.8% |
| Q4 2017 | $226,000 | – | 3,098 | – | 0.08% | – |
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% |