ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 530 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $384 | -27.0% | 5,883 | -24.6% | 0.29% | -23.2% |
| Q2 2023 | $526 | -12.3% | 7,799 | -12.0% | 0.38% | -14.1% |
| Q1 2023 | $600 | -20.1% | 8,862 | -25.0% | 0.45% | -22.2% |
| Q4 2022 | $751 | -99.9% | 11,816 | -32.4% | 0.57% | -28.8% |
| Q3 2022 | $997,000 | -48.0% | 17,480 | -42.3% | 0.80% | -45.2% |
| Q2 2022 | $1,918,000 | -31.0% | 30,292 | -21.4% | 1.47% | -24.7% |
| Q1 2022 | $2,780,000 | -24.0% | 38,534 | -19.1% | 1.95% | -19.8% |
| Q4 2021 | $3,658,000 | -3.4% | 47,654 | -5.1% | 2.44% | -11.6% |
| Q3 2021 | $3,785,000 | -0.0% | 50,238 | +0.2% | 2.76% | -0.4% |
| Q2 2021 | $3,786,000 | +6.1% | 50,125 | +2.5% | 2.77% | -1.5% |
| Q1 2021 | $3,570,000 | -15.8% | 48,909 | -15.3% | 2.81% | -18.3% |
| Q4 2020 | $4,241,000 | -13.3% | 57,777 | -19.5% | 3.44% | -20.2% |
| Q3 2020 | $4,892,000 | -5.9% | 71,798 | -8.8% | 4.31% | -11.2% |
| Q2 2020 | $5,198,000 | +76.7% | 78,688 | +66.0% | 4.85% | +17.5% |
| Q1 2020 | $2,941,000 | -64.4% | 47,399 | -57.2% | 4.13% | -46.0% |
| Q4 2019 | $8,260,000 | +3.5% | 110,815 | +1.8% | 7.64% | -0.2% |
| Q3 2019 | $7,979,000 | +7.8% | 108,882 | +6.9% | 7.66% | +1.9% |
| Q2 2019 | $7,399,000 | +3.8% | 101,860 | +2.8% | 7.51% | -11.4% |
| Q1 2019 | $7,131,000 | +14.2% | 99,040 | +5.7% | 8.48% | +9.8% |
| Q4 2018 | $6,246,000 | -8.6% | 93,695 | -0.2% | 7.72% | +21.5% |
| Q3 2018 | $6,837,000 | -1.4% | 93,899 | -3.7% | 6.36% | -5.2% |
| Q2 2018 | $6,936,000 | +0.1% | 97,492 | +3.7% | 6.70% | -1.3% |
| Q1 2018 | $6,929,000 | – | 94,035 | – | 6.79% | – |
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% |