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 | $257,858 | -25.9% | 3,954 | -23.3% | 0.03% | -23.3% |
Q2 2023 | $347,963 | +0.4% | 5,155 | +0.6% | 0.04% | -6.5% |
Q1 2023 | $346,642 | +6.4% | 5,124 | 0.0% | 0.05% | +2.2% |
Q4 2022 | $325,813 | +12.0% | 5,124 | +0.2% | 0.04% | -2.2% |
Q3 2022 | $291,000 | -51.8% | 5,112 | -46.4% | 0.05% | -49.5% |
Q2 2022 | $604,000 | -11.3% | 9,546 | +1.1% | 0.09% | -5.2% |
Q1 2022 | $681,000 | -6.1% | 9,439 | 0.0% | 0.10% | +1.1% |
Q4 2021 | $725,000 | – | 9,439 | – | 0.10% | – |
Download |
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% |