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 | $1,256,730 | -24.2% | 19,269 | -21.5% | 0.18% | -25.5% |
| Q2 2023 | $1,657,436 | -37.8% | 24,554 | -37.7% | 0.24% | -43.6% |
| Q1 2023 | $2,666,162 | -19.4% | 39,411 | -24.3% | 0.42% | -32.7% |
| Q4 2022 | $3,308,280 | -13.3% | 52,029 | -22.3% | 0.62% | -13.8% |
| Q3 2022 | $3,816,000 | -11.1% | 66,937 | +24.0% | 0.72% | -14.5% |
| Q2 2022 | $4,291,000 | +4.3% | 53,973 | -11.6% | 0.84% | +31.6% |
| Q1 2022 | $4,113,000 | +62.1% | 61,044 | +49.2% | 0.64% | -19.8% |
| Q1 2020 | $2,538,000 | -14.9% | 40,909 | +2.3% | 0.80% | -18.3% |
| Q4 2019 | $2,981,000 | – | 39,991 | – | 0.98% | – |
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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% |