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 | $506,368 | -3.4% | 7,764 | 0.0% | 0.29% | 0.0% |
Q2 2023 | $524,070 | -0.2% | 7,764 | 0.0% | 0.29% | -7.5% |
Q1 2023 | $525,235 | -0.1% | 7,764 | -6.1% | 0.32% | -1.5% |
Q4 2022 | $525,848 | -19.5% | 8,270 | -27.8% | 0.32% | -25.4% |
Q3 2022 | $653,000 | -45.2% | 11,460 | -39.1% | 0.43% | -43.4% |
Q2 2022 | $1,191,000 | -16.5% | 18,811 | -4.9% | 0.76% | -8.4% |
Q1 2022 | $1,426,000 | -12.0% | 19,774 | -6.4% | 0.84% | -14.1% |
Q4 2021 | $1,621,000 | -38.9% | 21,120 | -40.0% | 0.97% | -17.3% |
Q3 2021 | $2,653,000 | -11.1% | 35,217 | -10.8% | 1.18% | -13.3% |
Q2 2021 | $2,983,000 | +2.5% | 39,487 | -1.0% | 1.36% | -15.6% |
Q1 2021 | $2,910,000 | +21.1% | 39,867 | +21.8% | 1.61% | +14.4% |
Q4 2020 | $2,402,000 | – | 32,719 | – | 1.40% | – |
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% |