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 | $3,073,438 | -4.0% | 47,124 | -0.7% | 2.22% | -2.6% |
| Q2 2023 | $3,202,211 | +0.4% | 47,440 | +0.6% | 2.28% | -5.5% |
| Q1 2023 | $3,190,028 | +4.2% | 47,155 | -2.1% | 2.42% | -4.0% |
| Q4 2022 | $3,062,177 | +15.4% | 48,159 | +3.4% | 2.52% | -2.7% |
| Q3 2022 | $2,654,000 | -8.7% | 46,555 | +1.4% | 2.59% | -4.7% |
| Q2 2022 | $2,908,000 | -7.1% | 45,930 | +5.9% | 2.72% | +0.1% |
| Q1 2022 | $3,129,000 | +0.5% | 43,373 | +7.0% | 2.72% | +4.9% |
| Q4 2021 | $3,112,000 | – | 40,536 | – | 2.59% | – |
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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% |