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 2021 | $244,000 | -39.0% | 3,232 | -41.0% | 0.07% | -47.4% |
| Q1 2021 | $400,000 | -1.7% | 5,479 | -1.1% | 0.14% | -6.2% |
| Q4 2020 | $407,000 | +8.0% | 5,539 | 0.0% | 0.15% | -5.8% |
| Q3 2020 | $377,000 | +0.8% | 5,539 | -2.2% | 0.16% | -24.0% |
| Q2 2020 | $374,000 | -11.0% | 5,664 | -16.2% | 0.20% | -29.9% |
| Q1 2020 | $420,000 | -16.8% | 6,761 | -0.1% | 0.29% | +16.9% |
| Q4 2019 | $505,000 | +5.0% | 6,771 | +3.2% | 0.25% | -12.6% |
| Q3 2019 | $481,000 | +3.0% | 6,558 | +2.0% | 0.28% | -1.0% |
| Q2 2019 | $467,000 | +13.3% | 6,428 | +12.4% | 0.29% | +5.5% |
| Q1 2019 | $412,000 | -2.6% | 5,719 | -9.8% | 0.27% | -16.5% |
| Q4 2018 | $423,000 | -8.4% | 6,343 | +0.0% | 0.33% | +0.9% |
| Q3 2018 | $462,000 | +4.8% | 6,342 | +2.3% | 0.32% | -17.1% |
| Q2 2018 | $441,000 | -3.3% | 6,202 | +0.3% | 0.39% | +1.3% |
| Q1 2018 | $456,000 | +9.1% | 6,183 | +10.3% | 0.39% | -1.3% |
| Q4 2017 | $418,000 | – | 5,607 | – | 0.39% | – |
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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% |