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 | $24,871 | -13.2% | 381,344 | -10.2% | 0.05% | -10.3% |
| Q2 2023 | $28,655 | -0.7% | 424,523 | -0.5% | 0.06% | -4.9% |
| Q1 2023 | $28,865 | +3.5% | 426,683 | -2.7% | 0.06% | -9.0% |
| Q4 2022 | $27,891 | -99.9% | 438,651 | -13.8% | 0.07% | -10.7% |
| Q3 2022 | $29,008,000 | -23.3% | 508,837 | -14.8% | 0.08% | -24.2% |
| Q2 2022 | $37,806,000 | -20.7% | 597,163 | -9.6% | 0.10% | -9.2% |
| Q1 2022 | $47,678,000 | -13.4% | 660,916 | -7.9% | 0.11% | -12.1% |
| Q4 2021 | $55,066,000 | -3.9% | 717,297 | -5.7% | 0.12% | -13.9% |
| Q3 2021 | $57,310,000 | -3.1% | 760,692 | -2.8% | 0.14% | -4.0% |
| Q2 2021 | $59,117,000 | -12.9% | 782,597 | -15.9% | 0.15% | -21.9% |
| Q1 2021 | $67,910,000 | -14.7% | 930,406 | -14.2% | 0.19% | -20.0% |
| Q4 2020 | $79,643,000 | -1.6% | 1,084,910 | -8.6% | 0.24% | -13.0% |
| Q3 2020 | $80,912,000 | -12.7% | 1,187,614 | -15.3% | 0.28% | -21.1% |
| Q2 2020 | $92,658,000 | +1.6% | 1,402,635 | -4.5% | 0.35% | -17.6% |
| Q1 2020 | $91,176,000 | -13.7% | 1,469,403 | +3.7% | 0.42% | +5.7% |
| Q4 2019 | $105,590,000 | +15.4% | 1,416,566 | +13.4% | 0.40% | +3.1% |
| Q3 2019 | $91,528,000 | -4.5% | 1,249,029 | -5.3% | 0.39% | -7.6% |
| Q2 2019 | $95,832,000 | +11.3% | 1,319,278 | +10.3% | 0.42% | +6.3% |
| Q1 2019 | $86,099,000 | +10.8% | 1,195,820 | +2.6% | 0.40% | -3.9% |
| Q4 2018 | $77,673,000 | -2.5% | 1,165,225 | +6.5% | 0.41% | +8.1% |
| Q3 2018 | $79,695,000 | +6.3% | 1,094,573 | +3.9% | 0.38% | -2.6% |
| Q2 2018 | $74,975,000 | +2.7% | 1,053,910 | +6.4% | 0.39% | -1.0% |
| Q1 2018 | $72,984,000 | +13.3% | 990,428 | +12.2% | 0.40% | +12.5% |
| Q4 2017 | $64,435,000 | – | 882,909 | – | 0.35% | – |
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% |