ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 571 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $5,446,000 | +4.8% | 70,945 | +2.8% | 0.40% | -2.7% |
| Q3 2021 | $5,199,000 | +4.3% | 69,009 | +4.6% | 0.41% | +3.8% |
| Q2 2021 | $4,983,000 | +10.7% | 65,968 | +7.0% | 0.40% | +2.6% |
| Q1 2021 | $4,502,000 | +22.1% | 61,677 | +22.8% | 0.38% | +9.7% |
| Q4 2020 | $3,687,000 | +8.7% | 50,220 | +0.8% | 0.35% | -1.1% |
| Q3 2020 | $3,393,000 | +0.1% | 49,799 | -3.0% | 0.36% | -1.1% |
| Q2 2020 | $3,391,000 | +1.9% | 51,339 | -4.3% | 0.36% | +2.6% |
| Q1 2020 | $3,328,000 | -5.2% | 53,635 | +13.9% | 0.35% | +14.0% |
| Q4 2019 | $3,510,000 | +1.3% | 47,093 | -0.4% | 0.31% | -9.4% |
| Q3 2019 | $3,466,000 | +4.1% | 47,303 | +3.2% | 0.34% | +1.2% |
| Q2 2019 | $3,328,000 | +2.7% | 45,818 | +1.8% | 0.34% | +2.4% |
| Q1 2019 | $3,241,000 | -18.7% | 45,020 | -24.7% | 0.33% | -28.4% |
| Q4 2018 | $3,987,000 | -28.6% | 59,810 | -22.0% | 0.46% | -20.2% |
| Q3 2018 | $5,586,000 | +0.3% | 76,718 | -2.0% | 0.57% | -3.0% |
| Q2 2018 | $5,571,000 | -2.6% | 78,317 | +0.9% | 0.59% | -7.9% |
| Q1 2018 | $5,719,000 | +34.3% | 77,615 | +33.0% | 0.64% | +30.2% |
| Q4 2017 | $4,258,000 | – | 58,346 | – | 0.49% | – |
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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% |