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 | $53,335 | -3.4% | 818 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $55,200 | +1.7% | 818 | +2.0% | 0.03% | 0.0% |
| Q1 2023 | $54,273 | +6.4% | 802 | 0.0% | 0.03% | +3.0% |
| Q4 2022 | $51,012 | -73.7% | 802 | -76.4% | 0.03% | -76.1% |
| Q3 2022 | $194,000 | -33.8% | 3,403 | -26.4% | 0.14% | -31.0% |
| Q2 2022 | $293,000 | -21.7% | 4,622 | -10.8% | 0.20% | -11.1% |
| Q1 2022 | $374,000 | -13.8% | 5,179 | -8.3% | 0.22% | -12.5% |
| Q4 2021 | $434,000 | -29.4% | 5,648 | -30.9% | 0.26% | -35.1% |
| Q3 2021 | $615,000 | +2.7% | 8,169 | +3.1% | 0.40% | +3.4% |
| Q2 2021 | $599,000 | -47.3% | 7,923 | -49.2% | 0.38% | -50.8% |
| Q1 2021 | $1,137,000 | -22.0% | 15,583 | -21.5% | 0.78% | -27.5% |
| Q4 2020 | $1,457,000 | – | 19,853 | – | 1.07% | – |
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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% |