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 2022 | $63,521 | -2.3% | 999 | -11.9% | 0.04% | -14.6% |
| Q3 2022 | $65,000 | -16.7% | 1,134 | -8.2% | 0.05% | -12.7% |
| Q2 2022 | $78,000 | -71.3% | 1,235 | -67.2% | 0.06% | -70.1% |
| Q1 2022 | $272,000 | -21.6% | 3,765 | -16.6% | 0.18% | -30.0% |
| Q4 2021 | $347,000 | -31.2% | 4,517 | -32.5% | 0.26% | -35.4% |
| Q3 2021 | $504,000 | +2.2% | 6,691 | +2.5% | 0.41% | -5.3% |
| Q2 2021 | $493,000 | +6.9% | 6,527 | +3.4% | 0.43% | +1.9% |
| Q1 2021 | $461,000 | -4.4% | 6,310 | -3.9% | 0.42% | -10.2% |
| Q4 2020 | $482,000 | – | 6,569 | – | 0.47% | – |
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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% |