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 | $361,124 | -7.2% | 5,537 | -3.9% | 0.02% | 0.0% |
| Q2 2023 | $389,003 | -0.5% | 5,763 | -0.3% | 0.02% | -14.8% |
| Q1 2023 | $391,153 | -72.2% | 5,782 | -73.9% | 0.03% | -73.8% |
| Q4 2022 | $1,406,628 | +322.4% | 22,122 | +279.1% | 0.10% | +312.0% |
| Q3 2022 | $333,000 | -14.0% | 5,836 | -4.5% | 0.02% | -10.7% |
| Q2 2022 | $387,000 | -14.0% | 6,108 | -2.0% | 0.03% | +12.0% |
| Q1 2022 | $450,000 | -40.3% | 6,234 | -36.5% | 0.02% | -41.9% |
| Q4 2021 | $754,000 | -3.7% | 9,820 | -5.6% | 0.04% | -17.3% |
| Q3 2021 | $783,000 | +5.1% | 10,398 | +2.4% | 0.05% | -23.5% |
| Q4 2020 | $745,000 | +10.7% | 10,155 | +2.8% | 0.07% | -5.6% |
| Q3 2020 | $673,000 | +23.3% | 9,874 | +19.4% | 0.07% | +4.3% |
| Q2 2020 | $546,000 | +7.9% | 8,267 | +1.4% | 0.07% | -13.8% |
| Q1 2020 | $506,000 | -43.7% | 8,149 | -32.5% | 0.08% | -35.5% |
| Q4 2019 | $899,000 | – | 12,065 | – | 0.12% | – |
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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% |