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 | $5,429,311 | -3.1% | 83,246 | +0.3% | 3.61% | +0.7% |
| Q2 2023 | $5,603,344 | +3.0% | 83,013 | +3.2% | 3.59% | -0.7% |
| Q1 2023 | $5,441,191 | +5.9% | 80,432 | -0.5% | 3.61% | +2.7% |
| Q4 2022 | $5,139,480 | +15.8% | 80,829 | +3.9% | 3.51% | +7.9% |
| Q3 2022 | $4,437,000 | -2.6% | 77,832 | +8.1% | 3.26% | +1.1% |
| Q2 2022 | $4,557,000 | -12.1% | 71,986 | +0.1% | 3.22% | -4.5% |
| Q1 2022 | $5,187,000 | -2.2% | 71,909 | +2.5% | 3.37% | -1.7% |
| Q4 2021 | $5,301,000 | +4.9% | 70,140 | +4.6% | 3.43% | -3.9% |
| Q3 2021 | $5,054,000 | -3.6% | 67,077 | -3.3% | 3.57% | -2.8% |
| Q2 2021 | $5,241,000 | +0.3% | 69,378 | -3.1% | 3.68% | -8.1% |
| Q1 2021 | $5,224,000 | -7.6% | 71,575 | -7.0% | 4.00% | -11.6% |
| Q4 2020 | $5,653,000 | +6.7% | 77,002 | -1.0% | 4.52% | -2.5% |
| Q3 2020 | $5,300,000 | -0.0% | 77,797 | -3.1% | 4.64% | -5.6% |
| Q2 2020 | $5,302,000 | +2.0% | 80,266 | -4.2% | 4.91% | -11.5% |
| Q1 2020 | $5,198,000 | -17.9% | 83,773 | -1.5% | 5.55% | -5.8% |
| Q4 2019 | $6,333,000 | – | 85,022 | – | 5.90% | – |
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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% |