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 | $574,734 | -21.7% | 8,812 | -19.0% | 0.05% | -14.5% |
| Q2 2023 | $734,349 | +0.9% | 10,879 | +1.1% | 0.06% | -3.1% |
| Q1 2023 | $727,773 | +24.8% | 10,758 | +23.0% | 0.06% | +25.5% |
| Q4 2022 | $583,306 | +17.1% | 8,744 | +0.0% | 0.05% | 0.0% |
| Q3 2022 | $498,000 | +4.0% | 8,742 | +15.3% | 0.05% | +8.5% |
| Q2 2022 | $479,000 | -12.3% | 7,579 | +0.1% | 0.05% | 0.0% |
| Q1 2022 | $546,000 | -5.2% | 7,575 | +0.9% | 0.05% | -4.1% |
| Q4 2021 | $576,000 | +1.9% | 7,505 | +0.0% | 0.05% | -3.9% |
| Q3 2021 | $565,000 | +2.4% | 7,503 | +2.7% | 0.05% | 0.0% |
| Q2 2021 | $552,000 | +47.6% | 7,308 | +42.5% | 0.05% | +37.8% |
| Q1 2021 | $374,000 | +13.0% | 5,127 | +13.4% | 0.04% | -26.0% |
| Q4 2020 | $331,000 | -21.6% | 4,521 | -27.0% | 0.05% | 0.0% |
| Q3 2020 | $422,000 | -99.9% | 6,197 | +0.6% | 0.05% | -2.0% |
| Q2 2020 | $407,118,000 | +104022.3% | 6,162 | -2.3% | 0.05% | -13.6% |
| Q1 2020 | $391,000 | -18.9% | 6,309 | -2.5% | 0.06% | -4.8% |
| Q4 2019 | $482,000 | +2.6% | 6,469 | +0.1% | 0.06% | -4.6% |
| Q3 2019 | $470,000 | +34.7% | 6,465 | +34.4% | 0.06% | +32.7% |
| Q2 2019 | $349,000 | +7.1% | 4,809 | +6.2% | 0.05% | +2.1% |
| Q1 2019 | $326,000 | – | 4,530 | – | 0.05% | – |
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% |