ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 571 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $324,730 | +46.3% | 4,979 | +62.0% | 0.00% | +33.3% |
| Q1 2022 | $222,000 | -7.5% | 3,074 | -1.7% | 0.00% | 0.0% |
| Q4 2021 | $240,000 | -21.8% | 3,127 | -23.3% | 0.00% | -25.0% |
| Q3 2021 | $307,000 | +35.8% | 4,077 | +36.2% | 0.00% | +33.3% |
| Q2 2021 | $226,000 | +3.7% | 2,993 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $218,000 | -19.0% | 2,993 | -18.2% | 0.00% | -25.0% |
| Q4 2020 | $269,000 | +18.5% | 3,661 | +9.7% | 0.00% | 0.0% |
| Q3 2020 | $227,000 | +3.2% | 3,337 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $220,000 | +6.3% | 3,337 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $207,000 | -15.5% | 3,337 | +1.5% | 0.01% | 0.0% |
| Q4 2019 | $245,000 | +1.7% | 3,287 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $241,000 | -4.0% | 3,287 | -5.1% | 0.01% | 0.0% |
| Q2 2019 | $251,000 | -2.0% | 3,462 | -2.8% | 0.01% | 0.0% |
| Q1 2019 | $256,000 | +14.8% | 3,563 | +6.0% | 0.01% | 0.0% |
| Q4 2018 | $223,000 | +6.7% | 3,360 | +16.5% | 0.01% | 0.0% |
| Q3 2018 | $209,000 | +2.0% | 2,883 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $205,000 | – | 2,883 | – | 0.01% | – |
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% |