ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 530 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,160 | -3.4% | 48 | 0.0% | 0.00% | +50.0% |
| Q2 2023 | $3,270 | -74.5% | 48 | -74.7% | 0.00% | -80.0% |
| Q1 2023 | $12,837 | +6.4% | 190 | 0.0% | 0.01% | +11.1% |
| Q4 2022 | $12,065 | +20.6% | 190 | +13.1% | 0.01% | 0.0% |
| Q3 2022 | $10,000 | +11.1% | 168 | +25.4% | 0.01% | +28.6% |
| Q2 2022 | $9,000 | +12.5% | 134 | +20.7% | 0.01% | +40.0% |
| Q1 2022 | $8,000 | -11.1% | 111 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $9,000 | +28.6% | 111 | +19.4% | 0.01% | +20.0% |
| Q3 2021 | $7,000 | +40.0% | 93 | +34.8% | 0.01% | +25.0% |
| Q2 2021 | $5,000 | – | 69 | – | 0.00% | – |
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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% |