ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 530 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,146,588 | -16.6% | 32,913 | -13.7% | 0.14% | -11.0% |
| Q2 2023 | $2,573,372 | -0.1% | 38,124 | +0.1% | 0.16% | -8.3% |
| Q1 2023 | $2,575,258 | +6.2% | 38,067 | -0.2% | 0.17% | -6.1% |
| Q4 2022 | $2,425,346 | +12.1% | 38,143 | +0.5% | 0.18% | -14.3% |
| Q3 2022 | $2,163,000 | -10.2% | 37,948 | -0.3% | 0.21% | -7.5% |
| Q2 2022 | $2,409,000 | -16.0% | 38,048 | -4.3% | 0.23% | +0.9% |
| Q1 2022 | $2,867,000 | -12.9% | 39,748 | -7.3% | 0.22% | -10.4% |
| Q4 2021 | $3,291,000 | -9.6% | 42,868 | -11.3% | 0.25% | -33.8% |
| Q3 2021 | $3,641,000 | -17.8% | 48,334 | -17.5% | 0.38% | +23.9% |
| Q2 2021 | $4,427,000 | -3.2% | 58,607 | -6.5% | 0.31% | -13.8% |
| Q1 2021 | $4,575,000 | -7.8% | 62,681 | -7.3% | 0.36% | -10.8% |
| Q4 2020 | $4,961,000 | -5.5% | 67,584 | -12.3% | 0.40% | -1.5% |
| Q3 2020 | $5,247,000 | -6.7% | 77,019 | -9.5% | 0.40% | -7.1% |
| Q2 2020 | $5,624,000 | -42.2% | 85,059 | -45.7% | 0.44% | -62.8% |
| Q1 2020 | $9,734,000 | -41.1% | 156,748 | -14.0% | 1.17% | +78.6% |
| Q4 2019 | $16,520,000 | +22.6% | 182,340 | -0.8% | 0.65% | -53.1% |
| Q3 2019 | $13,479,000 | -1.5% | 183,864 | -2.5% | 1.40% | +1.0% |
| Q2 2019 | $13,683,000 | +0.7% | 188,597 | -0.0% | 1.38% | -7.7% |
| Q1 2019 | $13,582,000 | -0.4% | 188,637 | -7.8% | 1.50% | -12.0% |
| Q4 2018 | $13,632,000 | +14.9% | 204,499 | +25.5% | 1.70% | +32.6% |
| Q3 2018 | $11,863,000 | -36.7% | 162,935 | -38.2% | 1.28% | -6.1% |
| Q2 2018 | $18,742,000 | +0.8% | 263,459 | +4.4% | 1.36% | -5.3% |
| Q1 2018 | $18,591,000 | -37.7% | 252,282 | -38.3% | 1.44% | -37.9% |
| Q4 2017 | $29,846,000 | +3.5% | 408,956 | +0.8% | 2.32% | -9.1% |
| Q3 2017 | $28,827,000 | +42.9% | 405,673 | +32.9% | 2.56% | -17.7% |
| Q2 2017 | $20,171,000 | -19.6% | 305,301 | -19.7% | 3.10% | +21.4% |
| Q1 2017 | $25,102,000 | +47.5% | 380,003 | +36.7% | 2.56% | +17.7% |
| Q4 2016 | $17,022,000 | – | 278,040 | – | 2.17% | – |
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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% |