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 | $511 | +0.2% | 7,821 | +2.7% | 0.00% | 0.0% |
| Q2 2023 | $510 | -25.8% | 7,613 | -25.2% | 0.00% | -50.0% |
| Q1 2023 | $687 | -6.0% | 10,182 | -10.6% | 0.00% | 0.0% |
| Q4 2022 | $731 | -99.9% | 11,393 | -12.2% | 0.00% | 0.0% |
| Q3 2022 | $741,000 | -22.1% | 12,969 | -13.6% | 0.00% | -33.3% |
| Q2 2022 | $951,000 | -34.3% | 15,014 | -25.2% | 0.00% | 0.0% |
| Q1 2022 | $1,448,000 | -70.2% | 20,066 | -68.8% | 0.00% | -66.7% |
| Q4 2021 | $4,852,000 | +94.6% | 64,232 | +94.1% | 0.01% | +80.0% |
| Q3 2021 | $2,493,000 | -48.6% | 33,091 | -48.5% | 0.01% | -50.0% |
| Q2 2021 | $4,852,000 | -80.2% | 64,232 | -80.9% | 0.01% | -81.5% |
| Q1 2021 | $24,517,000 | -43.9% | 335,898 | -43.5% | 0.05% | -46.5% |
| Q4 2020 | $43,671,000 | +77.2% | 594,886 | +64.4% | 0.10% | +53.0% |
| Q3 2020 | $24,650,000 | +9.4% | 361,814 | -0.4% | 0.07% | -1.5% |
| Q2 2020 | $22,532,000 | 0.0% | 363,126 | 0.0% | 0.07% | -17.3% |
| Q1 2020 | $22,532,000 | -36.5% | 363,126 | -23.7% | 0.08% | -19.8% |
| Q4 2019 | $35,466,000 | +46.9% | 475,795 | +44.4% | 0.10% | +34.7% |
| Q3 2019 | $24,147,000 | +27.6% | 329,515 | +26.5% | 0.08% | +29.3% |
| Q2 2019 | $18,926,000 | +47.4% | 260,539 | +46.1% | 0.06% | +45.0% |
| Q1 2019 | $12,839,000 | +11162.3% | 178,313 | +11016.8% | 0.04% | – |
| Q3 2017 | $114,000 | – | 1,604 | – | 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% |