ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 539 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $221,000 | -6.0% | 3,057 | 0.0% | 0.07% | -8.8% |
| Q4 2021 | $235,000 | +1.7% | 3,057 | +4.1% | 0.08% | -4.8% |
| Q3 2021 | $231,000 | +2.7% | 2,937 | 0.0% | 0.08% | -3.4% |
| Q2 2021 | $225,000 | +7.1% | 2,937 | 0.0% | 0.09% | -5.4% |
| Q1 2021 | $210,000 | -2.8% | 2,937 | 0.0% | 0.09% | -4.2% |
| Q4 2020 | $216,000 | +5.4% | 2,937 | -5.5% | 0.10% | -21.3% |
| Q2 2020 | $205,000 | -19.3% | 3,107 | -11.2% | 0.12% | +37.1% |
| Q2 2019 | $254,000 | +86.8% | 3,499 | +85.4% | 0.09% | +15.6% |
| Q1 2019 | $136,000 | +7.1% | 1,887 | -0.9% | 0.08% | -3.8% |
| Q4 2018 | $127,000 | – | 1,905 | – | 0.08% | – |
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% |