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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,553 | -99.3% | 23 | -99.3% | 0.00% | -100.0% |
| Q4 2018 | $216,000 | -8.1% | 3,230 | 0.0% | 0.02% | +4.2% |
| Q3 2018 | $235,000 | -18.4% | 3,230 | -20.0% | 0.02% | -25.0% |
| Q2 2018 | $288,000 | -5.6% | 4,040 | -2.3% | 0.03% | -8.6% |
| Q1 2018 | $305,000 | -7.9% | 4,135 | -9.0% | 0.04% | -2.8% |
| Q4 2017 | $331,000 | +2.8% | 4,545 | +0.4% | 0.04% | 0.0% |
| Q3 2017 | $322,000 | +45.7% | 4,525 | +402.8% | 0.04% | +12.5% |
| Q4 2016 | $221,000 | +8.9% | 900 | -70.0% | 0.03% | +3.2% |
| Q3 2016 | $203,000 | – | 3,000 | – | 0.03% | – |
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% |