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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $306,000 | -10.0% | 5,368 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $340,000 | -12.1% | 5,368 | 0.0% | 0.02% | -5.3% |
| Q1 2022 | $387,000 | -6.1% | 5,368 | 0.0% | 0.02% | -5.0% |
| Q4 2021 | $412,000 | +2.0% | 5,368 | 0.0% | 0.02% | -9.1% |
| Q3 2021 | $404,000 | -0.2% | 5,368 | 0.0% | 0.02% | -8.3% |
| Q2 2021 | $405,000 | +29.4% | 5,368 | +25.3% | 0.02% | +9.1% |
| Q1 2021 | $313,000 | -29.3% | 4,283 | -29.1% | 0.02% | -43.6% |
| Q4 2020 | $443,000 | +7.5% | 6,040 | 0.0% | 0.04% | -7.1% |
| Q3 2020 | $412,000 | +3.0% | 6,040 | -0.3% | 0.04% | -4.5% |
| Q2 2020 | $400,000 | -11.3% | 6,060 | -16.6% | 0.04% | -27.9% |
| Q1 2020 | $451,000 | -16.3% | 7,267 | +0.4% | 0.06% | -3.2% |
| Q4 2019 | $539,000 | +1.7% | 7,235 | 0.0% | 0.06% | -10.0% |
| Q3 2019 | $530,000 | -11.7% | 7,235 | -12.4% | 0.07% | -20.5% |
| Q2 2019 | $600,000 | -7.0% | 8,259 | -7.8% | 0.09% | -17.8% |
| Q1 2019 | $645,000 | +8.0% | 8,956 | 0.0% | 0.11% | -7.0% |
| Q4 2018 | $597,000 | -28.0% | 8,956 | -21.3% | 0.12% | -24.8% |
| Q3 2018 | $829,000 | +2.3% | 11,383 | 0.0% | 0.15% | -8.4% |
| Q2 2018 | $810,000 | -11.8% | 11,383 | -8.7% | 0.17% | -23.7% |
| Q1 2018 | $918,000 | -13.4% | 12,461 | -14.2% | 0.22% | -17.0% |
| Q4 2017 | $1,060,000 | +2.7% | 14,528 | +0.1% | 0.26% | -21.2% |
| Q3 2017 | $1,032,000 | -5.7% | 14,517 | -8.1% | 0.34% | -19.3% |
| Q2 2017 | $1,094,000 | -2.4% | 15,802 | -6.9% | 0.42% | -15.0% |
| Q1 2017 | $1,121,000 | +5.7% | 16,978 | -2.0% | 0.49% | -10.9% |
| Q4 2016 | $1,061,000 | – | 17,327 | – | 0.55% | – |
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% |