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 | $962,712 | -3.5% | 14,761 | -0.1% | 0.02% | 0.0% |
| Q2 2023 | $997,448 | -0.3% | 14,777 | -0.1% | 0.02% | -5.3% |
| Q1 2023 | $1,000,814 | -1.8% | 14,794 | -7.7% | 0.02% | -5.0% |
| Q4 2022 | $1,018,822 | +10.4% | 16,023 | -1.0% | 0.02% | 0.0% |
| Q3 2022 | $923,000 | -30.1% | 16,187 | -22.4% | 0.02% | -28.6% |
| Q2 2022 | $1,320,000 | -12.4% | 20,853 | -0.1% | 0.03% | +3.7% |
| Q1 2022 | $1,506,000 | -7.9% | 20,871 | -2.0% | 0.03% | 0.0% |
| Q4 2021 | $1,635,000 | -11.5% | 21,299 | -13.2% | 0.03% | -18.2% |
| Q3 2021 | $1,848,000 | -3.6% | 24,531 | -3.4% | 0.03% | -10.8% |
| Q2 2021 | $1,918,000 | -19.2% | 25,394 | -22.0% | 0.04% | -22.9% |
| Q1 2021 | $2,375,000 | -2.8% | 32,548 | -2.3% | 0.05% | -5.9% |
| Q4 2020 | $2,444,000 | +4.0% | 33,301 | -3.4% | 0.05% | -7.3% |
| Q3 2020 | $2,349,000 | +2.0% | 34,479 | -1.1% | 0.06% | -3.5% |
| Q2 2020 | $2,303,000 | +54.6% | 34,851 | +45.1% | 0.06% | +32.6% |
| Q1 2020 | $1,490,000 | – | 24,012 | – | 0.04% | – |
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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% |