ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 428 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $173,000 | -10.4% | 2,301 | -9.7% | 0.06% | -17.3% |
| Q2 2021 | $193,000 | +5.5% | 2,549 | +1.7% | 0.08% | -15.7% |
| Q1 2021 | $183,000 | 0.0% | 2,507 | 0.0% | 0.09% | -1.1% |
| Q4 2020 | $183,000 | -11.6% | 2,507 | -17.6% | 0.09% | -26.2% |
| Q3 2020 | $207,000 | -54.8% | 3,041 | -56.2% | 0.12% | -62.1% |
| Q2 2020 | $458,000 | +6.8% | 6,939 | +0.4% | 0.32% | -14.1% |
| Q1 2020 | $429,000 | -16.7% | 6,911 | 0.0% | 0.38% | -7.6% |
| Q4 2019 | $515,000 | +2.4% | 6,911 | +0.7% | 0.41% | -14.7% |
| Q3 2019 | $503,000 | +0.8% | 6,866 | 0.0% | 0.48% | +8.7% |
| Q2 2019 | $499,000 | +1.6% | 6,866 | +0.5% | 0.44% | +18.4% |
| Q1 2019 | $491,000 | +7.9% | 6,831 | 0.0% | 0.37% | +9.1% |
| Q4 2018 | $455,000 | – | 6,831 | – | 0.34% | – |
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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% |