ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,438,552 | -18.8% | 83,387 | -15.9% | 0.00% | 0.0% |
| Q2 2023 | $6,693,653 | +37.9% | 99,165 | +38.2% | 0.00% | 0.0% |
| Q1 2023 | $4,854,591 | +63591.8% | 71,752 | -40.1% | 0.00% | 0.0% |
| Q4 2022 | $7,622 | -99.9% | 119,870 | -17.5% | 0.00% | 0.0% |
| Q3 2022 | $8,280,000 | -17.1% | 145,230 | -8.0% | 0.00% | 0.0% |
| Q2 2022 | $9,990,000 | +12.1% | 157,787 | +27.7% | 0.00% | 0.0% |
| Q1 2022 | $8,913,000 | -12.5% | 123,553 | -6.8% | 0.00% | 0.0% |
| Q4 2021 | $10,181,000 | +10.7% | 132,618 | +8.7% | 0.00% | 0.0% |
| Q3 2021 | $9,195,000 | +127.6% | 122,052 | +128.2% | 0.00% | – |
| Q2 2021 | $4,040,000 | +20.8% | 53,484 | +16.7% | 0.00% | – |
| Q1 2021 | $3,345,000 | -14.2% | 45,825 | -13.8% | 0.00% | -100.0% |
| Q4 2020 | $3,900,000 | -37.9% | 53,134 | -42.1% | 0.00% | 0.0% |
| Q3 2020 | $6,279,000 | -18.8% | 91,754 | -21.6% | 0.00% | 0.0% |
| Q2 2020 | $7,731,000 | -21.0% | 117,030 | -25.8% | 0.00% | -50.0% |
| Q1 2020 | $9,781,000 | -61.3% | 157,626 | -53.5% | 0.00% | -60.0% |
| Q4 2019 | $25,290,000 | -1.2% | 339,272 | -2.9% | 0.01% | 0.0% |
| Q3 2019 | $25,594,000 | +136.2% | 349,268 | +133.7% | 0.01% | +150.0% |
| Q2 2019 | $10,834,000 | +77.1% | 149,464 | +75.9% | 0.00% | +100.0% |
| Q1 2019 | $6,117,000 | -50.7% | 84,964 | -54.4% | 0.00% | -66.7% |
| Q4 2018 | $12,408,000 | +89.6% | 186,139 | +107.1% | 0.00% | +200.0% |
| Q3 2018 | $6,545,000 | -3.2% | 89,892 | -5.4% | 0.00% | 0.0% |
| Q2 2018 | $6,763,000 | +4.9% | 95,071 | +8.6% | 0.00% | 0.0% |
| Q1 2018 | $6,450,000 | +8.8% | 87,527 | +7.8% | 0.00% | 0.0% |
| Q4 2017 | $5,928,000 | +6.0% | 81,228 | +2.8% | 0.00% | 0.0% |
| Q3 2017 | $5,591,000 | +15.6% | 79,025 | +13.1% | 0.00% | 0.0% |
| Q2 2017 | $4,838,000 | -17.4% | 69,878 | -21.2% | 0.00% | 0.0% |
| Q1 2017 | $5,855,000 | -73.6% | 88,715 | -75.5% | 0.00% | -80.0% |
| Q4 2016 | $22,171,000 | +38.4% | 362,160 | +53.0% | 0.01% | +25.0% |
| Q3 2016 | $16,015,000 | -20.2% | 236,767 | -21.7% | 0.00% | -20.0% |
| Q2 2016 | $20,069,000 | +10.3% | 302,281 | +10.4% | 0.01% | 0.0% |
| Q1 2016 | $18,188,000 | -0.7% | 273,746 | -3.1% | 0.01% | 0.0% |
| Q4 2015 | $18,319,000 | +17.1% | 282,396 | +12.6% | 0.01% | +25.0% |
| Q3 2015 | $15,649,000 | -26.5% | 250,824 | -23.1% | 0.00% | -20.0% |
| Q2 2015 | $21,291,000 | +8960.0% | 326,105 | +9060.3% | 0.01% | – |
| Q1 2015 | $235,000 | -28.1% | 3,560 | -32.9% | 0.00% | – |
| Q4 2014 | $327,000 | -97.3% | 5,302 | -97.3% | 0.00% | -100.0% |
| Q3 2014 | $12,221,000 | +65.8% | 195,125 | +73.1% | 0.00% | +50.0% |
| Q2 2014 | $7,369,000 | +1365.0% | 112,710 | +1305.9% | 0.00% | – |
| Q1 2014 | $503,000 | +9.1% | 8,017 | +7.2% | 0.00% | – |
| Q4 2013 | $461,000 | – | 7,482 | – | 0.00% | – |
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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% |