ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 529 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $171 | +2.4% | 2,527 | -3.6% | 0.12% | +7.3% |
| Q4 2022 | $167 | -100.0% | 2,621 | -80.7% | 0.11% | -83.6% |
| Q3 2022 | $775,000 | -10.6% | 13,590 | +96971.4% | 0.67% | -15.5% |
| Q2 2022 | $867,000 | -13.7% | 14 | 0.0% | 0.79% | -1.5% |
| Q1 2022 | $1,005,000 | -19.3% | 14 | -99.9% | 0.80% | -10.0% |
| Q4 2021 | $1,245,000 | -25.1% | 16,212 | -26.5% | 0.89% | -39.7% |
| Q3 2021 | $1,662,000 | -53.4% | 22,062 | -53.3% | 1.48% | -45.0% |
| Q2 2021 | $3,568,000 | -15.4% | 47,229 | -18.2% | 2.70% | -19.2% |
| Q1 2021 | $4,218,000 | -34.4% | 57,715 | -34.1% | 3.34% | -32.9% |
| Q4 2020 | $6,431,000 | -54.2% | 87,605 | -57.5% | 4.98% | -47.4% |
| Q3 2020 | $14,051,000 | -0.3% | 206,236 | -3.4% | 9.46% | +5.1% |
| Q2 2020 | $14,099,000 | +11.0% | 213,427 | +4.3% | 9.00% | -2.0% |
| Q1 2020 | $12,703,000 | -31.4% | 204,722 | -17.6% | 9.18% | -8.1% |
| Q4 2019 | $18,514,000 | +72.0% | 248,383 | +69.1% | 9.99% | +36.9% |
| Q3 2019 | $10,763,000 | +4.7% | 146,876 | +3.8% | 7.30% | -2.0% |
| Q2 2019 | $10,277,000 | +4.3% | 141,481 | +3.4% | 7.45% | +8.3% |
| Q1 2019 | $9,854,000 | +89.2% | 136,863 | +75.2% | 6.88% | +29.2% |
| Q4 2018 | $5,208,000 | +1.4% | 78,139 | +10.6% | 5.32% | +9.8% |
| Q3 2018 | $5,134,000 | – | 70,632 | – | 4.85% | – |
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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% |