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 | $159,723 | +125666.1% | 2,449 | +122350.0% | 0.00% | – |
| Q4 2022 | $127 | -99.5% | 2 | -99.6% | 0.00% | – |
| Q3 2022 | $27,000 | -93.5% | 475 | -92.8% | 0.00% | – |
| Q2 2022 | $418,000 | -18.4% | 6,596 | -7.0% | 0.00% | – |
| Q1 2022 | $512,000 | -19.1% | 7,091 | -13.9% | 0.00% | – |
| Q4 2021 | $633,000 | +2.3% | 8,239 | +0.2% | 0.00% | – |
| Q3 2021 | $619,000 | -41.3% | 8,221 | -41.2% | 0.00% | -100.0% |
| Q2 2021 | $1,055,000 | +29.1% | 13,971 | +24.7% | 0.00% | 0.0% |
| Q1 2021 | $817,000 | +0.2% | 11,200 | +0.9% | 0.00% | – |
| Q4 2020 | $815,000 | +25.6% | 11,100 | +16.5% | 0.00% | – |
| Q3 2020 | $649,000 | -49.9% | 9,528 | -51.4% | 0.00% | -100.0% |
| Q2 2020 | $1,295,000 | -3.0% | 19,610 | -8.8% | 0.00% | 0.0% |
| Q1 2020 | $1,335,000 | -74.2% | 21,513 | -69.0% | 0.00% | -75.0% |
| Q4 2019 | $5,174,000 | +3.0% | 69,402 | +1.3% | 0.00% | 0.0% |
| Q3 2019 | $5,021,000 | +0.1% | 68,509 | -0.8% | 0.00% | 0.0% |
| Q2 2019 | $5,015,000 | +115.1% | 69,041 | +113.3% | 0.00% | +100.0% |
| Q1 2019 | $2,331,000 | +23.2% | 32,370 | +14.0% | 0.00% | 0.0% |
| Q4 2018 | $1,892,000 | -21.7% | 28,388 | -14.5% | 0.00% | 0.0% |
| Q3 2018 | $2,417,000 | -0.2% | 33,196 | -2.5% | 0.00% | 0.0% |
| Q2 2018 | $2,423,000 | -8.7% | 34,056 | -5.5% | 0.00% | 0.0% |
| Q1 2018 | $2,655,000 | +13.6% | 36,026 | +12.4% | 0.00% | 0.0% |
| Q4 2017 | $2,338,000 | +31.7% | 32,040 | +28.3% | 0.00% | +100.0% |
| Q3 2017 | $1,775,000 | -15.7% | 24,977 | -17.9% | 0.00% | -50.0% |
| Q2 2017 | $2,106,000 | +65.0% | 30,418 | +57.3% | 0.00% | +100.0% |
| Q1 2017 | $1,276,000 | +17.0% | 19,338 | +8.6% | 0.00% | 0.0% |
| Q4 2016 | $1,091,000 | -34.5% | 17,814 | -27.6% | 0.00% | -50.0% |
| Q3 2016 | $1,665,000 | +27.2% | 24,616 | +24.8% | 0.00% | +100.0% |
| Q2 2016 | $1,309,000 | +369.2% | 19,719 | +370.2% | 0.00% | – |
| Q1 2016 | $279,000 | +16.2% | 4,194 | +13.3% | 0.00% | – |
| Q4 2015 | $240,000 | +3.9% | 3,701 | +0.0% | 0.00% | – |
| Q3 2015 | $231,000 | -92.7% | 3,700 | -92.4% | 0.00% | -100.0% |
| Q2 2015 | $3,179,000 | +1706.2% | 48,690 | +1713.4% | 0.00% | – |
| Q2 2014 | $176,000 | +4.1% | 2,685 | 0.0% | 0.00% | – |
| Q1 2014 | $169,000 | +1.8% | 2,685 | 0.0% | 0.00% | – |
| Q4 2013 | $166,000 | -12.2% | 2,685 | -13.5% | 0.00% | – |
| Q3 2013 | $189,000 | +6.8% | 3,103 | 0.0% | 0.00% | – |
| Q2 2013 | $177,000 | – | 3,103 | – | 0.00% | – |
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% |