ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,782,170 | -5.8% | 165,320 | -2.5% | 1.44% | -2.0% |
| Q2 2023 | $11,441,318 | +8.5% | 169,501 | +8.8% | 1.47% | -2.9% |
| Q1 2023 | $10,542,035 | +2.9% | 155,832 | +0.8% | 1.51% | +1.6% |
| Q4 2022 | $10,242,779 | -4.4% | 154,538 | -17.7% | 1.49% | -13.1% |
| Q3 2022 | $10,709,000 | -11.9% | 187,853 | -1.8% | 1.72% | -6.0% |
| Q2 2022 | $12,150,000 | -12.3% | 191,361 | -0.3% | 1.82% | +2.4% |
| Q1 2022 | $13,848,000 | +0.2% | 191,956 | +1.1% | 1.78% | -1.7% |
| Q4 2021 | $13,824,000 | -0.5% | 189,919 | +2.9% | 1.81% | +2.3% |
| Q3 2021 | $13,900,000 | +2.2% | 184,497 | +2.5% | 1.77% | +2.5% |
| Q2 2021 | $13,598,000 | +15.5% | 180,016 | +11.6% | 1.73% | +3.9% |
| Q1 2021 | $11,772,000 | +1.1% | 161,281 | +1.7% | 1.66% | -9.8% |
| Q4 2020 | $11,639,000 | – | 158,543 | – | 1.84% | – |
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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% |