ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 511 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $280,426 | +7.9% | 4,410 | -3.4% | 0.01% | -13.3% |
| Q3 2022 | $260,000 | -13.3% | 4,565 | -3.2% | 0.02% | -44.4% |
| Q2 2022 | $300,000 | -74.1% | 4,718 | -70.6% | 0.03% | -58.5% |
| Q1 2022 | $1,157,000 | -68.0% | 16,039 | -65.9% | 0.06% | -78.8% |
| Q4 2021 | $3,614,000 | +8.5% | 47,072 | +3.2% | 0.31% | +15.0% |
| Q1 2021 | $3,330,000 | -4.7% | 45,620 | -4.2% | 0.27% | -17.6% |
| Q4 2020 | $3,494,000 | – | 47,597 | – | 0.32% | – |
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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% |