ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 583 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $281,799 | -3.4% | 4,321 | 0.0% | 0.03% | -3.0% |
| Q2 2023 | $291,650 | -3.7% | 4,321 | -3.4% | 0.03% | -8.3% |
| Q1 2023 | $302,750 | +6.4% | 4,475 | 0.0% | 0.04% | -5.3% |
| Q4 2022 | $284,558 | +10.3% | 4,475 | -1.2% | 0.04% | 0.0% |
| Q3 2022 | $258,000 | -9.5% | 4,531 | +0.8% | 0.04% | -9.5% |
| Q2 2022 | $285,000 | -11.2% | 4,497 | +1.0% | 0.04% | +2.4% |
| Q1 2022 | $321,000 | -17.9% | 4,452 | -12.6% | 0.04% | -21.2% |
| Q4 2021 | $391,000 | -19.0% | 5,092 | -20.6% | 0.05% | -40.2% |
| Q3 2021 | $483,000 | -0.2% | 6,410 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $484,000 | -3.4% | 6,410 | -6.7% | 0.09% | -19.3% |
| Q1 2021 | $501,000 | -2.5% | 6,869 | -1.9% | 0.11% | +21.1% |
| Q4 2020 | $514,000 | – | 7,004 | – | 0.09% | – |
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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% |