ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $229 | -99.9% | 3,603 | 0.0% | 0.34% | +217.0% |
| Q2 2022 | $228,000 | -12.3% | 3,603 | 0.0% | 0.11% | +16.5% |
| Q1 2022 | $260,000 | -6.1% | 3,603 | 0.0% | 0.09% | +12.3% |
| Q4 2021 | $277,000 | +2.2% | 3,603 | 0.0% | 0.08% | -61.1% |
| Q3 2021 | $271,000 | +3.0% | 3,603 | 0.0% | 0.21% | +105.9% |
| Q1 2021 | $263,000 | -0.4% | 3,603 | 0.0% | 0.10% | -9.8% |
| Q4 2020 | $264,000 | +7.8% | 3,603 | 0.0% | 0.11% | -5.1% |
| Q3 2020 | $245,000 | -1.6% | 3,603 | -4.5% | 0.12% | -13.9% |
| Q2 2020 | $249,000 | +22.1% | 3,771 | +14.4% | 0.14% | -6.8% |
| Q1 2020 | $204,000 | -76.6% | 3,295 | -71.8% | 0.15% | -66.1% |
| Q4 2019 | $872,000 | +3.2% | 11,704 | +1.5% | 0.43% | -1.6% |
| Q3 2019 | $845,000 | +4.8% | 11,528 | +3.9% | 0.44% | -6.4% |
| Q2 2019 | $806,000 | +9.1% | 11,097 | +8.1% | 0.47% | +16.0% |
| Q1 2019 | $739,000 | -28.2% | 10,261 | -33.5% | 0.41% | -44.7% |
| Q4 2018 | $1,029,000 | – | 15,441 | – | 0.73% | – |
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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% |