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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,059,090 | +6.4% | 15,274 | +0.1% | 0.15% | +9.7% |
| Q3 2023 | $995,670 | +17.3% | 15,266 | +21.4% | 0.13% | +9.8% |
| Q2 2023 | $849,105 | +16.8% | 12,579 | +17.1% | 0.12% | +6.1% |
| Q1 2023 | $726,779 | +1.5% | 10,743 | -4.6% | 0.12% | -8.7% |
| Q4 2022 | $715,855 | +35.1% | 11,258 | +21.0% | 0.13% | -5.3% |
| Q3 2022 | $530,000 | -10.0% | 9,305 | 0.0% | 0.13% | -19.9% |
| Q2 2022 | $589,000 | -18.3% | 9,305 | -7.0% | 0.17% | -7.8% |
| Q1 2022 | $721,000 | -20.8% | 10,000 | -15.6% | 0.18% | -24.1% |
| Q4 2021 | $910,000 | +21.5% | 11,852 | +19.3% | 0.24% | -3.3% |
| Q3 2021 | $749,000 | +22.4% | 9,935 | +22.6% | 0.24% | +26.9% |
| Q2 2021 | $612,000 | -3.5% | 8,106 | -6.6% | 0.19% | -15.4% |
| Q1 2021 | $634,000 | -55.8% | 8,681 | -55.6% | 0.23% | -60.3% |
| Q4 2020 | $1,435,000 | – | 19,549 | – | 0.57% | – |
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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% |