ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 539 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $634,917 | -3.0% | 9,735 | +0.4% | 0.01% | 0.0% |
| Q2 2023 | $654,750 | -0.2% | 9,700 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $656,205 | +5.3% | 9,700 | -1.0% | 0.01% | 0.0% |
| Q4 2022 | $622,942 | +11.4% | 9,797 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $559,000 | +132.9% | 9,797 | +158.0% | 0.01% | +140.0% |
| Q2 2022 | $240,000 | -18.9% | 3,797 | -7.3% | 0.01% | 0.0% |
| Q1 2022 | $296,000 | +34.5% | 4,097 | +42.8% | 0.01% | +66.7% |
| Q4 2021 | $220,000 | +1.9% | 2,869 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $216,000 | +0.5% | 2,869 | +1.0% | 0.00% | 0.0% |
| Q2 2021 | $215,000 | -26.9% | 2,842 | -29.9% | 0.00% | -57.1% |
| Q2 2019 | $294,000 | +3.9% | 4,054 | +3.2% | 0.01% | 0.0% |
| Q1 2019 | $283,000 | +9.3% | 3,929 | +1.0% | 0.01% | 0.0% |
| Q4 2018 | $259,000 | -36.2% | 3,889 | -30.2% | 0.01% | -30.0% |
| Q3 2018 | $406,000 | +2.5% | 5,572 | 0.0% | 0.01% | -16.7% |
| Q2 2018 | $396,000 | – | 5,572 | – | 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% |