ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 511 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $527,499 | -3.4% | 8,088 | 0.0% | 0.03% | -5.7% |
| Q2 2023 | $545,940 | -0.2% | 8,088 | 0.0% | 0.04% | -5.4% |
| Q1 2023 | $547,153 | +7.3% | 8,088 | +0.8% | 0.04% | +2.8% |
| Q4 2022 | $510,015 | +19.2% | 8,021 | +6.9% | 0.04% | 0.0% |
| Q3 2022 | $428,000 | -9.9% | 7,505 | 0.0% | 0.04% | -14.3% |
| Q2 2022 | $475,000 | -12.2% | 7,505 | 0.0% | 0.04% | -8.7% |
| Q1 2022 | $541,000 | -6.1% | 7,505 | 0.0% | 0.05% | -11.5% |
| Q4 2021 | $576,000 | +1.9% | 7,505 | 0.0% | 0.05% | -10.3% |
| Q3 2021 | $565,000 | -0.4% | 7,505 | 0.0% | 0.06% | -6.5% |
| Q2 2021 | $567,000 | +3.5% | 7,505 | 0.0% | 0.06% | -18.4% |
| Q1 2021 | $548,000 | -0.4% | 7,505 | 0.0% | 0.08% | -25.5% |
| Q4 2020 | $550,000 | +7.6% | 7,505 | 0.0% | 0.10% | -9.7% |
| Q3 2020 | $511,000 | +3.0% | 7,505 | 0.0% | 0.11% | -3.4% |
| Q2 2020 | $496,000 | +6.4% | 7,505 | 0.0% | 0.12% | -7.9% |
| Q1 2020 | $466,000 | – | 7,505 | – | 0.13% | – |
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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% |