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 | $306,255 | -3.4% | 4,696 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $316,961 | +1.7% | 4,696 | +1.9% | 0.10% | -25.0% |
| Q1 2023 | $311,651 | +6.4% | 4,607 | 0.0% | 0.14% | +7.1% |
| Q4 2022 | $292,924 | +12.2% | 4,607 | +0.8% | 0.13% | 0.0% |
| Q3 2022 | $261,000 | -9.7% | 4,571 | 0.0% | 0.13% | -4.5% |
| Q2 2022 | $289,000 | -10.8% | 4,571 | +1.8% | 0.13% | +1.5% |
| Q1 2022 | $324,000 | -6.1% | 4,490 | 0.0% | 0.13% | 0.0% |
| Q4 2021 | $345,000 | +3.0% | 4,490 | +0.9% | 0.13% | -3.7% |
| Q3 2021 | $335,000 | -12.8% | 4,452 | -12.5% | 0.14% | -11.1% |
| Q2 2021 | $384,000 | +5.2% | 5,088 | +1.7% | 0.15% | +0.7% |
| Q1 2021 | $365,000 | -0.5% | 5,005 | 0.0% | 0.15% | -0.7% |
| Q4 2020 | $367,000 | +7.6% | 5,005 | 0.0% | 0.15% | -5.6% |
| Q3 2020 | $341,000 | +3.0% | 5,005 | 0.0% | 0.16% | -6.4% |
| Q2 2020 | $331,000 | +8.2% | 5,005 | +1.5% | 0.17% | -14.8% |
| Q1 2020 | $306,000 | -16.8% | 4,933 | 0.0% | 0.20% | 0.0% |
| Q4 2019 | $368,000 | +4.2% | 4,933 | +2.3% | 0.20% | -3.3% |
| Q3 2019 | $353,000 | +0.9% | 4,820 | 0.0% | 0.21% | -0.5% |
| Q2 2019 | $350,000 | +2.6% | 4,820 | +1.9% | 0.21% | +1.0% |
| Q1 2019 | $341,000 | +8.3% | 4,730 | 0.0% | 0.21% | -1.4% |
| Q4 2018 | $315,000 | -7.4% | 4,730 | +1.2% | 0.21% | -1.4% |
| Q3 2018 | $340,000 | +2.1% | 4,675 | 0.0% | 0.22% | -2.7% |
| Q2 2018 | $333,000 | -1.5% | 4,675 | +2.0% | 0.22% | -1.3% |
| Q1 2018 | $338,000 | +1.2% | 4,582 | 0.0% | 0.22% | +5.7% |
| Q4 2017 | $334,000 | – | 4,582 | – | 0.21% | – |
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% |