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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $9,107,000 | +6.0% | 118,624 | +4.1% | 3.76% | -1.9% |
| Q3 2021 | $8,588,000 | +1.1% | 113,987 | +1.4% | 3.83% | +1.6% |
| Q2 2021 | $8,492,000 | -39.6% | 112,414 | -41.6% | 3.77% | -42.2% |
| Q1 2021 | $14,054,000 | -0.2% | 192,545 | +0.3% | 6.52% | -10.0% |
| Q4 2020 | $14,087,000 | +8.3% | 191,891 | +0.5% | 7.25% | -1.5% |
| Q3 2020 | $13,010,000 | +5.1% | 190,965 | +1.9% | 7.36% | -1.1% |
| Q2 2020 | $12,380,000 | +33.3% | 187,405 | +25.2% | 7.44% | +13.5% |
| Q1 2020 | $9,286,000 | -16.9% | 149,656 | -0.2% | 6.55% | -9.8% |
| Q4 2019 | $11,176,000 | +6.7% | 149,928 | +4.9% | 7.26% | -3.5% |
| Q3 2019 | $10,474,000 | +0.9% | 142,926 | +0.0% | 7.52% | -3.7% |
| Q2 2019 | $10,380,000 | +1.4% | 142,893 | +0.5% | 7.81% | -2.0% |
| Q1 2019 | $10,240,000 | +5.0% | 142,217 | -2.8% | 7.96% | -7.0% |
| Q4 2018 | $9,750,000 | – | 146,266 | – | 8.56% | – |
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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% |