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 | $2,496,035 | -0.0% | 38,271 | +3.5% | 1.66% | -1.1% |
| Q2 2023 | $2,496,555 | +105596.7% | 36,986 | +5.9% | 1.68% | -0.6% |
| Q1 2023 | $2,362 | +24.0% | 34,915 | +16.5% | 1.69% | +9.9% |
| Q4 2022 | $1,905 | -99.9% | 29,967 | +6.9% | 1.54% | +1.6% |
| Q3 2022 | $1,599,000 | +16.2% | 28,041 | +29.0% | 1.51% | +19.8% |
| Q2 2022 | $1,376,000 | -3.2% | 21,733 | +10.3% | 1.26% | +7.6% |
| Q1 2022 | $1,421,000 | +19.1% | 19,697 | +26.7% | 1.18% | +37.4% |
| Q4 2021 | $1,193,000 | +74.9% | 15,546 | +71.7% | 0.86% | +56.9% |
| Q3 2021 | $682,000 | +38.1% | 9,052 | +38.3% | 0.54% | +28.8% |
| Q2 2021 | $494,000 | -15.3% | 6,544 | -18.0% | 0.42% | -24.1% |
| Q1 2021 | $583,000 | – | 7,984 | – | 0.56% | – |
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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% |