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 | $496,650 | +0.8% | 7,615 | +4.4% | 0.36% | +2.9% |
| Q2 2023 | $492,480 | +14.1% | 7,296 | +14.4% | 0.35% | +8.0% |
| Q1 2023 | $431,539 | -78.3% | 6,379 | -75.3% | 0.32% | -76.8% |
| Q4 2021 | $1,987,000 | +1.1% | 25,878 | -0.8% | 1.39% | -5.5% |
| Q3 2021 | $1,965,000 | -0.3% | 26,080 | -0.1% | 1.47% | -0.5% |
| Q2 2021 | $1,971,000 | +8.6% | 26,095 | +5.0% | 1.48% | +1.0% |
| Q1 2021 | $1,815,000 | +4.1% | 24,860 | +4.6% | 1.47% | -7.4% |
| Q4 2020 | $1,744,000 | – | 23,763 | – | 1.58% | – |
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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% |