ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 571 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,201 | -3.4% | 110 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $7,453 | -0.2% | 110 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $7,469 | +6.4% | 110 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $7,020 | +17.0% | 110 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $6,000 | -83.3% | 110 | -80.8% | 0.00% | -86.4% |
Q2 2022 | $36,000 | -12.2% | 573 | 0.0% | 0.02% | -4.3% |
Q1 2022 | $41,000 | -65.8% | 573 | -63.3% | 0.02% | -68.1% |
Q4 2021 | $120,000 | -39.7% | 1,562 | -40.7% | 0.07% | -45.5% |
Q3 2021 | $199,000 | -13.5% | 2,636 | -13.3% | 0.13% | -13.7% |
Q2 2021 | $230,000 | +32.2% | 3,040 | +27.3% | 0.15% | 0.0% |
Q1 2021 | $174,000 | -15.9% | 2,388 | -15.2% | 0.15% | -17.3% |
Q4 2020 | $207,000 | -55.5% | 2,817 | -58.8% | 0.18% | -57.5% |
Q3 2020 | $465,000 | -94.1% | 6,831 | -94.2% | 0.44% | -93.7% |
Q2 2020 | $7,819,000 | -33.4% | 118,368 | -37.4% | 6.89% | -22.9% |
Q1 2020 | $11,735,000 | -15.8% | 189,125 | +1.1% | 8.94% | +11.6% |
Q4 2019 | $13,941,000 | – | 187,026 | – | 8.01% | – |
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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% |