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 | $1,467,189 | -10.1% | 22,496 | -7.0% | 0.32% | -7.0% |
| Q2 2023 | $1,632,015 | -9.1% | 24,178 | -8.9% | 0.34% | -13.4% |
| Q1 2023 | $1,796,175 | -28.3% | 26,551 | -32.6% | 0.40% | -30.8% |
| Q4 2022 | $2,503,824 | -7.9% | 39,378 | -17.4% | 0.57% | -17.8% |
| Q3 2022 | $2,719,000 | +8.2% | 47,691 | +20.2% | 0.70% | +13.4% |
| Q2 2022 | $2,512,000 | +4.4% | 39,684 | +19.0% | 0.61% | +15.0% |
| Q1 2022 | $2,406,000 | -3.3% | 33,358 | +3.0% | 0.53% | -4.0% |
| Q4 2021 | $2,487,000 | +1.0% | 32,401 | -0.9% | 0.56% | -12.0% |
| Q3 2021 | $2,462,000 | -1.9% | 32,682 | -1.6% | 0.63% | -29.0% |
| Q2 2021 | $2,509,000 | -3.9% | 33,210 | -7.2% | 0.89% | -12.0% |
| Q1 2021 | $2,611,000 | -5.7% | 35,772 | -5.2% | 1.01% | -11.4% |
| Q4 2020 | $2,770,000 | +2.8% | 37,731 | -4.6% | 1.14% | -9.6% |
| Q3 2020 | $2,695,000 | -3.4% | 39,553 | -6.4% | 1.26% | -10.8% |
| Q2 2020 | $2,790,000 | +1.1% | 42,236 | -5.0% | 1.41% | -22.1% |
| Q1 2020 | $2,759,000 | -12.2% | 44,461 | +5.4% | 1.82% | -0.7% |
| Q4 2019 | $3,143,000 | +16.1% | 42,168 | +14.1% | 1.83% | -5.5% |
| Q3 2019 | $2,708,000 | +32.0% | 36,958 | +30.9% | 1.93% | +25.2% |
| Q2 2019 | $2,051,000 | +13.6% | 28,242 | +12.3% | 1.54% | +41.9% |
| Q1 2019 | $1,805,000 | – | 25,156 | – | 1.09% | – |
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% |