ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,835 | -6.1% | 3,524 | -3.2% | 0.05% | -3.7% |
| Q2 2023 | $244,868 | -9.0% | 3,639 | -8.5% | 0.05% | -14.3% |
| Q1 2023 | $269,044 | -5.0% | 3,977 | -6.2% | 0.06% | -6.0% |
| Q4 2022 | $283,274 | +5.7% | 4,240 | -9.9% | 0.07% | -9.5% |
| Q3 2022 | $268,000 | -10.1% | 4,707 | +0.4% | 0.07% | -2.6% |
| Q2 2022 | $298,000 | -13.4% | 4,687 | -4.0% | 0.08% | +1.3% |
| Q1 2022 | $344,000 | -4.2% | 4,882 | 0.0% | 0.08% | -7.4% |
| Q4 2021 | $359,000 | -3.8% | 4,882 | -0.6% | 0.08% | -1.2% |
| Q3 2021 | $373,000 | -4.4% | 4,912 | -2.1% | 0.08% | -7.9% |
| Q2 2021 | $390,000 | -1.3% | 5,017 | -3.7% | 0.09% | -9.2% |
| Q1 2021 | $395,000 | -13.2% | 5,209 | -15.3% | 0.10% | -25.2% |
| Q4 2020 | $455,000 | -0.2% | 6,147 | -7.8% | 0.13% | -23.4% |
| Q3 2020 | $456,000 | -8.2% | 6,669 | -9.1% | 0.17% | -13.2% |
| Q2 2020 | $497,000 | -65.9% | 7,340 | -69.4% | 0.20% | -73.9% |
| Q1 2020 | $1,456,000 | -24.5% | 24,007 | -6.3% | 0.76% | -1.7% |
| Q4 2019 | $1,928,000 | -5.5% | 25,634 | -7.5% | 0.77% | -14.7% |
| Q3 2019 | $2,040,000 | -6.9% | 27,713 | -9.4% | 0.90% | -8.5% |
| Q2 2019 | $2,192,000 | -8.0% | 30,580 | -8.6% | 0.99% | -8.8% |
| Q1 2019 | $2,383,000 | +6.5% | 33,471 | +8.9% | 1.08% | +3.4% |
| Q4 2018 | $2,238,000 | -1.8% | 30,738 | -1.8% | 1.04% | -0.9% |
| Q3 2018 | $2,279,000 | +13.1% | 31,305 | +10.5% | 1.05% | +5.6% |
| Q2 2018 | $2,015,000 | +56.4% | 28,331 | +61.8% | 1.00% | +49.2% |
| Q1 2018 | $1,288,000 | +64.3% | 17,515 | +62.9% | 0.67% | +67.7% |
| Q4 2017 | $784,000 | – | 10,749 | – | 0.40% | – |
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% |