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 | $2,565,363 | -3.6% | 39,334 | -0.2% | 1.07% | -1.3% |
| Q2 2023 | $2,660,783 | -0.6% | 39,419 | -0.4% | 1.08% | -5.0% |
| Q1 2023 | $2,677,046 | +4.7% | 39,572 | -1.6% | 1.14% | -3.0% |
| Q4 2022 | $2,556,372 | +15.0% | 40,204 | +3.1% | 1.18% | +5.6% |
| Q3 2022 | $2,223,000 | -7.5% | 38,989 | +2.8% | 1.12% | -13.2% |
| Q2 2022 | $2,402,000 | -28.9% | 37,936 | -19.0% | 1.28% | -21.6% |
| Q1 2022 | $3,380,000 | +1.7% | 46,850 | +8.3% | 1.64% | +1.4% |
| Q4 2021 | $3,322,000 | +1.6% | 43,278 | -0.3% | 1.62% | -9.5% |
| Q3 2021 | $3,269,000 | +2.5% | 43,391 | +2.8% | 1.78% | -0.2% |
| Q2 2021 | $3,189,000 | +6.6% | 42,212 | +3.0% | 1.79% | -5.1% |
| Q1 2021 | $2,991,000 | -14.9% | 40,974 | -14.4% | 1.88% | -23.8% |
| Q4 2020 | $3,514,000 | +8.2% | 47,862 | +0.4% | 2.47% | -5.4% |
| Q3 2020 | $3,249,000 | +3.5% | 47,685 | +0.3% | 2.61% | -10.0% |
| Q2 2020 | $3,140,000 | -2.8% | 47,533 | -8.7% | 2.90% | -21.2% |
| Q1 2020 | $3,231,000 | -15.9% | 52,073 | +1.1% | 3.68% | +26.4% |
| Q4 2019 | $3,840,000 | +2.3% | 51,511 | +0.6% | 2.92% | -5.3% |
| Q3 2019 | $3,752,000 | -5.9% | 51,200 | -6.7% | 3.08% | -6.2% |
| Q2 2019 | $3,986,000 | +1.3% | 54,877 | +0.4% | 3.28% | -1.7% |
| Q1 2019 | $3,936,000 | +4.9% | 54,660 | -2.9% | 3.34% | -14.0% |
| Q4 2018 | $3,751,000 | – | 56,264 | – | 3.88% | – |
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% |