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 | $49,567 | +409.9% | 760 | +427.8% | 0.02% | +400.0% |
| Q2 2023 | $9,720 | -0.2% | 144 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $9,742 | +6.4% | 144 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $9,156 | +14.4% | 144 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | -63.6% | 144 | -53.1% | 0.00% | -62.5% |
| Q1 2022 | $22,000 | -8.3% | 307 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $24,000 | +4.3% | 307 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $23,000 | +109.1% | 307 | +77.5% | 0.01% | +12.5% |
| Q1 2020 | $11,000 | -8.3% | 173 | +6.1% | 0.01% | -11.1% |
| Q4 2019 | $12,000 | – | 163 | – | 0.01% | – |
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% |