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 | $17 | -5.6% | 268 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $18 | 0.0% | 268 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $18 | +5.9% | 268 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $17 | -99.9% | 268 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $15,000 | -40.0% | 268 | -33.8% | 0.01% | -36.4% |
| Q2 2022 | $25,000 | -19.4% | 405 | -5.8% | 0.01% | -15.4% |
| Q1 2022 | $31,000 | -6.1% | 430 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $33,000 | +10.0% | 430 | +6.2% | 0.01% | 0.0% |
| Q3 2021 | $30,000 | 0.0% | 405 | 0.0% | 0.01% | +7.7% |
| Q2 2021 | $30,000 | +3.4% | 405 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $29,000 | – | 405 | – | 0.01% | – |
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% |