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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $293,000 | +2.1% | 3,814 | 0.0% | 0.20% | +0.5% |
| Q3 2021 | $287,000 | -0.3% | 3,814 | 0.0% | 0.20% | -1.0% |
| Q2 2021 | $288,000 | +3.6% | 3,814 | 0.0% | 0.20% | -4.2% |
| Q1 2021 | $278,000 | -28.5% | 3,814 | -28.0% | 0.21% | -38.4% |
| Q4 2020 | $389,000 | +8.4% | 5,296 | +0.5% | 0.35% | -4.9% |
| Q3 2020 | $359,000 | -18.8% | 5,271 | -21.3% | 0.36% | -24.8% |
| Q2 2020 | $442,000 | -98.3% | 6,696 | -98.4% | 0.48% | -98.5% |
| Q1 2020 | $26,536,000 | -3.8% | 427,663 | +15.6% | 32.40% | +13.2% |
| Q4 2019 | $27,584,000 | – | 370,050 | – | 28.61% | – |
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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% |