ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 571 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $11,484 | +1.7% | 170 | +1.8% | 0.01% | 0.0% |
| Q1 2023 | $11,291 | +6.4% | 167 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $10,613 | +17.9% | 167 | +0.6% | 0.01% | +20.0% |
| Q3 2022 | $9,000 | -10.0% | 166 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $10,000 | -16.7% | 166 | +1.8% | 0.01% | 0.0% |
| Q1 2022 | $12,000 | 0.0% | 163 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $12,000 | 0.0% | 163 | +1.2% | 0.01% | -14.3% |
| Q3 2021 | $12,000 | 0.0% | 161 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $12,000 | 0.0% | 161 | +1.3% | 0.01% | -22.2% |
| Q1 2021 | $12,000 | 0.0% | 159 | 0.0% | 0.01% | -10.0% |
| Q4 2020 | $12,000 | +9.1% | 159 | 0.0% | 0.01% | -9.1% |
| Q3 2020 | $11,000 | – | 159 | – | 0.01% | – |
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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% |