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 | $360,471 | -10.9% | 5,527 | -7.7% | 0.02% | -8.0% |
| Q2 2023 | $404,393 | +2.7% | 5,991 | +3.0% | 0.02% | 0.0% |
| Q1 2023 | $393,655 | +0.5% | 5,819 | -5.6% | 0.02% | -10.7% |
| Q4 2022 | $391,874 | +101421.8% | 6,163 | -8.9% | 0.03% | -6.7% |
| Q3 2022 | $386 | -20.1% | 6,768 | -11.3% | 0.03% | -21.1% |
| Q2 2022 | $483 | -19.9% | 7,629 | -8.7% | 0.04% | -7.3% |
| Q1 2022 | $603 | -87.6% | 8,358 | -87.5% | 0.04% | -94.6% |
| Q1 2021 | $4,871 | +2.5% | 66,734 | +3.1% | 0.76% | -20.0% |
| Q4 2020 | $4,750 | +14.1% | 64,702 | +5.9% | 0.95% | -4.8% |
| Q3 2020 | $4,163 | -98.9% | 61,097 | +971.7% | 0.99% | +935.4% |
| Q2 2020 | $377,000 | – | 5,701 | – | 0.10% | – |
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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% |