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 2023 | $1,709,861 | -3.1% | 26,217 | +0.3% | 0.02% | -27.6% |
| Q2 2023 | $1,765,008 | +1.1% | 26,148 | +1.4% | 0.03% | -3.3% |
| Q1 2023 | $1,745,038 | +10.0% | 25,797 | +3.4% | 0.03% | -3.2% |
| Q4 2022 | $1,586,358 | +3.0% | 24,950 | -7.3% | 0.03% | -8.8% |
| Q3 2022 | $1,540,000 | -18.2% | 26,917 | -9.5% | 0.03% | -15.0% |
| Q2 2022 | $1,883,000 | -38.2% | 29,728 | -29.6% | 0.04% | -4.8% |
| Q1 2022 | $3,047,000 | +37.6% | 42,237 | +46.4% | 0.04% | -27.6% |
| Q4 2021 | $2,214,000 | +17.4% | 28,848 | +15.2% | 0.06% | +23.4% |
| Q3 2021 | $1,886,000 | +192.9% | 25,035 | +193.7% | 0.05% | +104.3% |
| Q2 2021 | $644,000 | +27.5% | 8,524 | +23.6% | 0.02% | -25.8% |
| Q1 2021 | $505,000 | -1.6% | 6,899 | -1.5% | 0.03% | -11.4% |
| Q4 2020 | $513,000 | +12.3% | 7,002 | +4.4% | 0.04% | -20.5% |
| Q3 2020 | $457,000 | -0.9% | 6,704 | -3.6% | 0.04% | -4.3% |
| Q2 2020 | $461,000 | +105.8% | 6,957 | +90.9% | 0.05% | +27.8% |
| Q1 2020 | $224,000 | -38.3% | 3,644 | -25.2% | 0.04% | -68.1% |
| Q4 2019 | $363,000 | – | 4,872 | – | 0.11% | – |
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% |