ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 529 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $132,000 | -44.1% | 2,091 | -33.3% | 0.02% | -39.3% |
Q3 2021 | $236,000 | -0.4% | 3,136 | 0.0% | 0.03% | -3.4% |
Q2 2021 | $237,000 | -22.8% | 3,136 | -25.4% | 0.03% | -29.3% |
Q1 2021 | $307,000 | -1.0% | 4,202 | -0.6% | 0.04% | -6.8% |
Q4 2020 | $310,000 | -12.7% | 4,229 | -18.9% | 0.04% | -22.8% |
Q3 2020 | $355,000 | +10.2% | 5,212 | +7.1% | 0.06% | +1.8% |
Q2 2020 | $322,000 | -3.3% | 4,868 | -9.2% | 0.06% | -22.2% |
Q1 2020 | $333,000 | +52.8% | 5,364 | +83.1% | 0.07% | +94.6% |
Q4 2019 | $218,000 | +23.2% | 2,929 | +18.9% | 0.04% | +23.3% |
Q1 2019 | $177,000 | -0.6% | 2,464 | -7.6% | 0.03% | -18.9% |
Q4 2018 | $178,000 | -14.8% | 2,666 | -7.0% | 0.04% | +5.7% |
Q3 2018 | $209,000 | +2.5% | 2,866 | 0.0% | 0.04% | -5.4% |
Q2 2018 | $204,000 | -8.1% | 2,866 | -4.7% | 0.04% | -9.8% |
Q1 2018 | $222,000 | +1.4% | 3,006 | 0.0% | 0.04% | +2.5% |
Q4 2017 | $219,000 | – | 3,006 | – | 0.04% | – |
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% |