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 | $1,435 | -5.8% | 22,009 | -2.5% | 0.23% | +17.4% |
| Q2 2023 | $1,523 | -0.5% | 22,567 | -0.2% | 0.20% | -29.9% |
| Q1 2023 | $1,530 | +2.2% | 22,613 | -4.0% | 0.28% | -18.2% |
| Q4 2022 | $1,497 | -100.0% | 23,549 | -98.7% | 0.34% | -58.4% |
| Q3 2022 | $3,554,000 | +46.5% | 1,806,431 | +4613.5% | 0.82% | +120.2% |
| Q2 2022 | $2,426,000 | +3223.3% | 38,325 | -99.1% | 0.37% | +16.7% |
| Q1 2022 | $73,000 | -98.3% | 4,239,434 | +7150.2% | 0.32% | -44.5% |
| Q4 2021 | $4,264,000 | -17.9% | 58,473 | -15.2% | 0.57% | -19.5% |
| Q3 2021 | $5,193,000 | -21.6% | 68,933 | -23.6% | 0.71% | -32.6% |
| Q4 2020 | $6,626,000 | – | 90,257 | – | 1.06% | – |
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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% |