ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $328,568 | -4.3% | 5,038 | -1.0% | 0.14% | -4.2% |
| Q2 2023 | $343,429 | +99734.0% | 5,088 | +0.0% | 0.14% | -8.9% |
| Q1 2023 | $344 | +3.6% | 5,087 | -2.6% | 0.16% | -2.5% |
| Q4 2022 | $332 | -94.5% | 5,222 | +5122.0% | 0.16% | +3120.0% |
| Q3 2022 | $6,000 | -98.2% | 100 | -98.1% | 0.01% | -96.5% |
| Q2 2022 | $342,000 | -14.7% | 5,396 | -2.9% | 0.14% | -8.4% |
| Q1 2022 | $401,000 | -13.2% | 5,555 | -7.6% | 0.16% | -23.3% |
| Q4 2021 | $462,000 | -3.8% | 6,015 | -5.5% | 0.20% | -8.6% |
| Q3 2021 | $480,000 | -3.8% | 6,365 | -3.7% | 0.22% | -7.9% |
| Q2 2021 | $499,000 | +5.5% | 6,611 | +2.1% | 0.24% | +11.6% |
| Q1 2021 | $473,000 | -0.4% | 6,475 | +0.0% | 0.22% | -1.4% |
| Q4 2020 | $475,000 | +6.0% | 6,474 | -1.5% | 0.22% | -13.1% |
| Q3 2020 | $448,000 | +8.0% | 6,575 | +4.8% | 0.25% | -2.3% |
| Q2 2020 | $415,000 | -0.2% | 6,275 | +12.5% | 0.26% | -5.2% |
| Q4 2019 | $416,000 | – | 5,576 | – | 0.27% | – |
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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% |