ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 530 filers reported holding ISHARES TR in Q3 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 2021 | $137,000 | -91.0% | 1,815 | -91.3% | 0.00% | -100.0% |
| Q1 2021 | $1,516,000 | +1401.0% | 20,769 | +1403.9% | 0.00% | – |
| Q4 2020 | $101,000 | +7.4% | 1,381 | 0.0% | 0.00% | – |
| Q3 2020 | $94,000 | -42.7% | 1,381 | -44.3% | 0.00% | – |
| Q2 2020 | $164,000 | +10.8% | 2,481 | +4.2% | 0.00% | – |
| Q1 2020 | $148,000 | -6.3% | 2,382 | +12.5% | 0.00% | – |
| Q4 2019 | $158,000 | +17.0% | 2,117 | +15.1% | 0.00% | – |
| Q3 2019 | $135,000 | -46.6% | 1,839 | -47.2% | 0.00% | – |
| Q2 2019 | $253,000 | +256.3% | 3,482 | +248.2% | 0.00% | – |
| Q2 2018 | $71,000 | -4.1% | 1,000 | 0.0% | 0.00% | – |
| Q1 2018 | $74,000 | +1.4% | 1,000 | 0.0% | 0.00% | – |
| Q4 2017 | $73,000 | +2.8% | 1,000 | 0.0% | 0.00% | – |
| Q3 2017 | $71,000 | +2.9% | 1,000 | 0.0% | 0.00% | – |
| Q2 2017 | $69,000 | +4.5% | 1,000 | 0.0% | 0.00% | – |
| Q1 2017 | $66,000 | +8.2% | 1,000 | 0.0% | 0.00% | – |
| Q4 2016 | $61,000 | -10.3% | 1,000 | 0.0% | 0.00% | – |
| Q3 2016 | $68,000 | +3.0% | 1,000 | 0.0% | 0.00% | – |
| Q2 2016 | $66,000 | – | 1,000 | – | 0.00% | – |
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% |