ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 253 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.18 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $23,844 | +2284.4% | 375 | +2105.9% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | -91.7% | 17 | -89.4% | 0.00% | -100.0% |
| Q3 2019 | $12,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $12,000 | -20.0% | 160 | -28.9% | 0.00% | 0.0% |
| Q3 2016 | $15,000 | -81.0% | 225 | -82.2% | 0.00% | -85.7% |
| Q3 2015 | $79,000 | – | 1,265 | – | 0.01% | – |
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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% |