ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 583 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,435,249 | -5.4% | 44,874 | -4.7% | 0.10% | -6.4% |
| Q1 2023 | $1,517,231 | +224.9% | 47,097 | +627.8% | 0.11% | +251.6% |
| Q1 2022 | $467,000 | -15.7% | 6,471 | -10.3% | 0.03% | -11.4% |
| Q4 2021 | $554,000 | -79.5% | 7,216 | -79.9% | 0.04% | -80.8% |
| Q3 2021 | $2,700,000 | +14.3% | 35,840 | +13.7% | 0.18% | +15.2% |
| Q2 2021 | $2,363,000 | -9.6% | 31,527 | -12.0% | 0.16% | -14.6% |
| Q1 2021 | $2,614,000 | -40.5% | 35,813 | -35.9% | 0.18% | -38.3% |
| Q4 2020 | $4,390,000 | +90.5% | 55,850 | +65.1% | 0.30% | +52.3% |
| Q3 2020 | $2,304,000 | -16.2% | 33,823 | -21.7% | 0.20% | -24.5% |
| Q2 2020 | $2,749,000 | +151.1% | 43,191 | +144.9% | 0.26% | +67.3% |
| Q1 2020 | $1,095,000 | -22.9% | 17,638 | -7.5% | 0.16% | +3.3% |
| Q4 2019 | $1,421,000 | -80.8% | 19,060 | -81.2% | 0.15% | -82.2% |
| Q3 2019 | $7,413,000 | +28.7% | 101,166 | +27.6% | 0.85% | +26.8% |
| Q2 2019 | $5,760,000 | +6.8% | 79,306 | +5.9% | 0.67% | -0.4% |
| Q1 2019 | $5,392,000 | +10.7% | 74,883 | +2.5% | 0.67% | +0.9% |
| Q4 2018 | $4,869,000 | -11.3% | 73,044 | -3.1% | 0.66% | +8.5% |
| Q3 2018 | $5,490,000 | +6.4% | 75,406 | +3.0% | 0.61% | -1.9% |
| Q2 2018 | $5,158,000 | -7.3% | 73,234 | -3.0% | 0.62% | -13.7% |
| Q1 2018 | $5,566,000 | -4.6% | 75,526 | -5.5% | 0.72% | -9.2% |
| Q4 2017 | $5,836,000 | – | 79,958 | – | 0.80% | – |
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% |