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 | $1,517,441 | -7.8% | 23,267 | -4.6% | 0.40% | +1.3% |
| Q2 2023 | $1,645,471 | +2.4% | 24,377 | +2.7% | 0.39% | -5.1% |
| Q1 2023 | $1,606,235 | +5.7% | 23,743 | -0.6% | 0.41% | -3.7% |
| Q4 2022 | $1,519,580 | +6.7% | 23,898 | -4.3% | 0.43% | -6.6% |
| Q3 2022 | $1,423,744 | -10.7% | 24,974 | -0.9% | 0.46% | -8.4% |
| Q2 2022 | $1,595,000 | -8.8% | 25,193 | +3.9% | 0.50% | +10.1% |
| Q1 2022 | $1,749,000 | -3.3% | 24,242 | +2.9% | 0.45% | -1.9% |
| Q4 2021 | $1,808,000 | +4.1% | 23,552 | +2.2% | 0.46% | -11.1% |
| Q3 2021 | $1,737,000 | 0.0% | 23,056 | +0.3% | 0.52% | +3.8% |
| Q2 2021 | $1,737,000 | +4.1% | 22,991 | +0.6% | 0.50% | -13.1% |
| Q1 2021 | $1,668,000 | -0.1% | 22,846 | +0.4% | 0.58% | -2.2% |
| Q4 2020 | $1,670,000 | +7.7% | 22,749 | +0.0% | 0.59% | -2.8% |
| Q3 2020 | $1,550,000 | +2.2% | 22,747 | -0.9% | 0.61% | -9.9% |
| Q2 2020 | $1,516,000 | +8.8% | 22,945 | +2.1% | 0.68% | -12.8% |
| Q1 2020 | $1,394,000 | -23.7% | 22,463 | -8.4% | 0.77% | -0.4% |
| Q4 2019 | $1,828,000 | +10.1% | 24,530 | +8.3% | 0.78% | +6.1% |
| Q3 2019 | $1,660,000 | +6.5% | 22,658 | +5.6% | 0.73% | +1.9% |
| Q2 2019 | $1,558,000 | -3.6% | 21,453 | -4.4% | 0.72% | -8.7% |
| Q1 2019 | $1,616,000 | +8.5% | 22,442 | +0.5% | 0.79% | -13.1% |
| Q4 2018 | $1,489,000 | – | 22,331 | – | 0.90% | – |
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% |