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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $396,342 | +1034.0% | 6,077 | +547.2% | 0.00% | – |
| Q2 2023 | $34,950 | -94.1% | 939 | -89.3% | 0.00% | -100.0% |
| Q1 2023 | $595,929 | +9087.9% | 8,809 | +8536.3% | 0.00% | – |
| Q4 2022 | $6,486 | -99.1% | 102 | -99.2% | 0.00% | -100.0% |
| Q2 2022 | $761,000 | +38.4% | 12,024 | +57.6% | 0.01% | +20.0% |
| Q1 2022 | $550,000 | -95.6% | 7,629 | -95.3% | 0.01% | -94.8% |
| Q4 2021 | $12,375,000 | +110.8% | 161,192 | +106.8% | 0.10% | +29.7% |
| Q3 2021 | $5,871,000 | +40.8% | 77,930 | +36.4% | 0.07% | +12.1% |
| Q1 2021 | $4,170,000 | +149.1% | 57,125 | +111.7% | 0.07% | -4.3% |
| Q1 2020 | $1,674,000 | -39.5% | 26,979 | -27.3% | 0.07% | -20.7% |
| Q4 2019 | $2,766,000 | – | 37,102 | – | 0.09% | – |
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% |