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 | $8,351,749 | -0.6% | 128,055 | +2.8% | 2.80% | +3.5% |
| Q2 2023 | $8,405,372 | +3.9% | 124,524 | +4.1% | 2.71% | -1.5% |
| Q1 2023 | $8,092,893 | +15.2% | 119,629 | +8.3% | 2.75% | +9.6% |
| Q4 2022 | $7,026,817 | +12.0% | 110,511 | +0.4% | 2.51% | +5.9% |
| Q3 2022 | $6,276,000 | -9.0% | 110,090 | +1.1% | 2.37% | +3.0% |
| Q2 2022 | $6,896,000 | -12.6% | 108,920 | -0.4% | 2.30% | +9.5% |
| Q1 2022 | $7,889,000 | -4.8% | 109,354 | +1.3% | 2.10% | +27.7% |
| Q4 2021 | $8,291,000 | +54.9% | 107,996 | +52.9% | 1.65% | +65.0% |
| Q3 2021 | $5,352,000 | +26.3% | 70,631 | +25.9% | 1.00% | +46.3% |
| Q2 2021 | $4,238,000 | +18.9% | 56,099 | +14.9% | 0.68% | +28.4% |
| Q1 2021 | $3,564,000 | +8.6% | 48,822 | +9.2% | 0.53% | -47.2% |
| Q4 2020 | $3,281,000 | +56.6% | 44,697 | +45.4% | 1.00% | +21.8% |
| Q3 2020 | $2,095,000 | -3.4% | 30,746 | -6.4% | 0.82% | -27.5% |
| Q2 2020 | $2,169,000 | +9.9% | 32,837 | +3.3% | 1.14% | +7.4% |
| Q1 2020 | $1,973,000 | -16.4% | 31,803 | +0.5% | 1.06% | -1.9% |
| Q4 2019 | $2,359,000 | – | 31,642 | – | 1.08% | – |
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% |