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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $20,295 | +6.4% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $19,076 | +12.2% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $17,000 | -10.5% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $19,000 | -13.6% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $22,000 | -4.3% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $23,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $23,000 | 0.0% | 300 | 0.0% | 0.00% | -25.0% |
| Q2 2021 | $23,000 | +4.5% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $22,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $22,000 | +10.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $20,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $20,000 | +5.3% | 300 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $19,000 | -13.6% | 300 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $22,000 | 0.0% | 300 | 0.0% | 0.00% | -20.0% |
| Q3 2019 | $22,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $22,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $22,000 | +10.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $20,000 | -9.1% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $22,000 | +4.8% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $21,000 | -4.5% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $22,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $22,000 | – | 300 | – | 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% |