ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 518 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $448,910 | +85.5% | 6,883 | +92.0% | 0.00% | – |
| Q2 2023 | $241,988 | -8.4% | 3,585 | -8.2% | 0.00% | – |
| Q1 2023 | $264,173 | -8.6% | 3,905 | -14.1% | 0.00% | – |
| Q4 2022 | $289,121 | +16.6% | 4,547 | +4.4% | 0.00% | – |
| Q3 2022 | $248,000 | -30.7% | 4,355 | -23.0% | 0.00% | – |
| Q2 2022 | $358,000 | -45.8% | 5,655 | -38.3% | 0.00% | – |
| Q1 2022 | $661,000 | -37.1% | 9,167 | -33.1% | 0.00% | – |
| Q4 2021 | $1,051,000 | -95.9% | 13,700 | -96.0% | 0.00% | -100.0% |
| Q3 2021 | $25,678,000 | +969.5% | 340,828 | +972.4% | 0.01% | +900.0% |
| Q2 2021 | $2,401,000 | -47.3% | 31,782 | -49.1% | 0.00% | -50.0% |
| Q1 2021 | $4,558,000 | -32.3% | 62,449 | -32.0% | 0.00% | -33.3% |
| Q4 2020 | $6,737,000 | +15.2% | 91,776 | +6.9% | 0.00% | 0.0% |
| Q3 2020 | $5,850,000 | +11.4% | 85,858 | +11.1% | 0.00% | 0.0% |
| Q2 2020 | $5,249,000 | +13.8% | 77,268 | +10.4% | 0.00% | +50.0% |
| Q1 2015 | $4,612,000 | -0.2% | 70,003 | -6.5% | 0.00% | 0.0% |
| Q4 2014 | $4,622,000 | -26.2% | 74,903 | -25.2% | 0.00% | -33.3% |
| Q3 2014 | $6,266,000 | -4.3% | 100,100 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $6,545,000 | +6.0% | 100,100 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $6,172,000 | +0.2% | 100,100 | -1.0% | 0.00% | 0.0% |
| Q3 2013 | $6,161,000 | +6.6% | 101,100 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $5,777,000 | – | 101,100 | – | 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% |