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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,984,000 | +4.1% | 33,038 | +9.3% | 0.92% | +4.2% |
| Q2 2022 | $1,905,000 | -6.0% | 30,220 | +7.8% | 0.88% | -5.7% |
| Q1 2022 | $2,026,000 | +13.7% | 28,038 | +17.7% | 0.93% | -4.4% |
| Q4 2021 | $1,782,000 | +4.6% | 23,815 | +4.4% | 0.98% | +16.1% |
| Q3 2021 | $1,703,000 | +0.2% | 22,806 | +3.1% | 0.84% | -15.3% |
| Q2 2021 | $1,700,000 | +8.9% | 22,131 | +3.5% | 0.99% | -2.1% |
| Q1 2021 | $1,561,000 | +6.5% | 21,390 | +7.1% | 1.01% | -5.1% |
| Q4 2020 | $1,466,000 | +9.9% | 19,966 | +3.8% | 1.07% | +2.3% |
| Q3 2020 | $1,334,000 | +24.1% | 19,244 | +18.3% | 1.04% | +15.6% |
| Q2 2020 | $1,075,000 | +12.1% | 16,273 | +5.5% | 0.90% | -9.4% |
| Q1 2020 | $959,000 | -6.0% | 15,426 | +12.6% | 1.00% | +11.8% |
| Q4 2019 | $1,020,000 | +10.6% | 13,694 | +7.9% | 0.89% | +1.2% |
| Q3 2019 | $922,000 | +145.2% | 12,688 | +149.0% | 0.88% | +207.0% |
| Q2 2019 | $376,000 | -46.8% | 5,096 | -48.1% | 0.29% | -59.7% |
| Q1 2019 | $707,000 | +14.0% | 9,815 | +5.6% | 0.71% | +0.3% |
| Q4 2018 | $620,000 | -9.4% | 9,296 | -1.1% | 0.71% | +5.0% |
| Q3 2018 | $684,000 | -24.3% | 9,398 | -26.0% | 0.68% | -33.2% |
| Q2 2018 | $903,000 | -7.4% | 12,693 | -4.1% | 1.01% | +30.0% |
| Q1 2018 | $975,000 | +12.1% | 13,229 | +11.0% | 0.78% | +5.0% |
| Q4 2017 | $870,000 | – | 11,920 | – | 0.74% | – |
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% |