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 | $83,794 | -19.5% | 1,285 | -16.7% | 0.06% | -17.1% |
| Q2 2023 | $104,071 | -79.6% | 1,542 | -79.6% | 0.08% | -81.6% |
| Q1 2023 | $510,767 | -51.0% | 7,550 | -53.9% | 0.41% | -58.2% |
| Q4 2022 | $1,041,514 | -26.2% | 16,380 | -33.9% | 0.99% | -33.3% |
| Q3 2022 | $1,412,000 | -17.2% | 24,774 | -8.1% | 1.48% | -8.7% |
| Q2 2022 | $1,706,000 | -14.7% | 26,953 | -2.8% | 1.62% | -1.2% |
| Q1 2022 | $2,001,000 | -13.4% | 27,740 | -7.9% | 1.64% | -4.2% |
| Q4 2021 | $2,311,000 | – | 30,107 | – | 1.71% | – |
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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% |