ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 530 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $539,269 | -33.7% | 9,459 | -26.4% | 0.15% | -32.2% |
| Q2 2022 | $813,988 | -5.7% | 12,857 | +7.4% | 0.23% | +6.6% |
| Q1 2022 | $863,513 | -9.9% | 11,969 | -4.1% | 0.21% | -13.4% |
| Q4 2021 | $957,952 | -2.5% | 12,478 | -4.4% | 0.25% | -12.5% |
| Q3 2021 | $982,913 | -5.2% | 13,046 | -5.0% | 0.28% | -6.6% |
| Q2 2021 | $1,036,890 | +13.5% | 13,726 | +9.7% | 0.30% | +1.7% |
| Q1 2021 | $913,550 | -12.8% | 12,516 | -12.3% | 0.30% | -20.0% |
| Q4 2020 | $1,047,515 | -13.5% | 14,269 | -19.7% | 0.37% | -24.6% |
| Q3 2020 | $1,210,798 | -5.3% | 17,771 | -8.2% | 0.49% | -16.9% |
| Q2 2020 | $1,279,000 | +4.1% | 19,367 | -2.2% | 0.59% | -9.5% |
| Q1 2020 | $1,229,000 | +154.5% | 19,809 | +205.4% | 0.65% | +211.0% |
| Q4 2019 | $483,000 | +2.3% | 6,486 | +0.7% | 0.21% | -5.4% |
| Q3 2019 | $472,000 | +0.6% | 6,438 | -0.2% | 0.22% | +10.4% |
| Q2 2019 | $469,000 | -16.8% | 6,452 | -17.6% | 0.20% | -32.6% |
| Q1 2019 | $564,000 | +135.0% | 7,827 | +117.1% | 0.30% | +101.4% |
| Q4 2018 | $240,000 | – | 3,606 | – | 0.15% | – |
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% |