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 | $318,298 | -11.5% | 4,880 | -8.4% | 0.00% | – |
| Q2 2023 | $359,671 | +9.0% | 5,328 | +9.3% | 0.00% | -100.0% |
| Q1 2023 | $329,894 | -60.6% | 4,876 | -66.8% | 0.01% | -36.4% |
| Q3 2022 | $837,000 | -7.0% | 14,672 | +3.1% | 0.01% | 0.0% |
| Q2 2022 | $900,000 | -6.2% | 14,227 | +6.9% | 0.01% | +10.0% |
| Q1 2022 | $960,000 | -6.1% | 13,312 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $1,022,000 | +50.7% | 13,312 | +33.7% | 0.01% | -23.1% |
| Q3 2020 | $678,000 | +3.7% | 9,957 | +0.6% | 0.01% | -7.1% |
| Q2 2020 | $654,000 | – | 9,897 | – | 0.01% | – |
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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% |