ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 529 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,132 | -3.4% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $40,500 | -0.2% | 600 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $40,590 | +6.4% | 600 | 0.0% | 0.02% | +7.1% |
| Q4 2022 | $38,151 | -1.7% | 600 | -11.9% | 0.01% | -6.7% |
| Q3 2022 | $38,824 | -10.0% | 681 | 0.0% | 0.02% | -11.8% |
| Q2 2022 | $43,114 | -95.3% | 681 | -94.7% | 0.02% | -95.0% |
| Q1 2022 | $923,248 | +2906.5% | 12,798 | +3099.5% | 0.34% | +2515.4% |
| Q4 2021 | $30,708 | +1.9% | 400 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $30,136 | -0.3% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $30,216 | +3.5% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $29,196 | -0.6% | 400 | 0.0% | 0.01% | -6.7% |
| Q4 2020 | $29,364 | +7.7% | 400 | 0.0% | 0.02% | -6.2% |
| Q3 2020 | $27,252 | +3.1% | 400 | 0.0% | 0.02% | -11.1% |
| Q2 2020 | $26,424 | +6.5% | 400 | 0.0% | 0.02% | -21.7% |
| Q1 2020 | $24,820 | -16.8% | 400 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $29,816 | – | 400 | – | 0.02% | – |
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% |