ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 519 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $403,000 | -60.6% | 6,102 | -61.6% | 3.35% | -21.7% |
| Q1 2020 | $1,023,000 | -86.4% | 15,901 | -84.2% | 4.28% | -41.3% |
| Q4 2019 | $7,503,000 | -37.0% | 100,656 | -37.6% | 7.29% | -13.5% |
| Q3 2019 | $11,917,000 | +3.3% | 161,238 | +1.6% | 8.43% | +0.9% |
| Q2 2019 | $11,536,000 | +17.9% | 158,748 | +8.2% | 8.35% | -7.6% |
| Q4 2018 | $9,784,000 | – | 146,775 | – | 9.04% | – |
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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% |