ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 546 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,876,030 | -9.0% | 335,419 | -5.8% | 0.01% | -14.3% |
| Q2 2023 | $24,038,380 | -3.6% | 356,226 | -3.3% | 0.01% | -12.5% |
| Q1 2023 | $24,928,893 | +4.0% | 368,498 | -2.2% | 0.01% | 0.0% |
| Q4 2022 | $23,964,391 | -75.4% | 376,887 | -77.9% | 0.01% | -77.1% |
| Q3 2022 | $97,313,000 | -6.2% | 1,706,951 | +4.2% | 0.04% | -2.8% |
| Q2 2022 | $103,744,000 | -12.5% | 1,638,661 | -0.3% | 0.04% | 0.0% |
| Q1 2022 | $118,540,000 | -5.7% | 1,643,176 | +0.3% | 0.04% | -2.7% |
| Q4 2021 | $125,728,000 | +4.5% | 1,637,731 | +2.5% | 0.04% | -5.1% |
| Q3 2021 | $120,348,000 | -0.7% | 1,597,394 | -0.4% | 0.04% | -2.5% |
| Q2 2021 | $121,172,000 | +3.2% | 1,604,077 | -0.3% | 0.04% | -7.0% |
| Q1 2021 | $117,409,000 | +11.0% | 1,608,563 | +11.7% | 0.04% | +2.4% |
| Q4 2020 | $105,759,000 | +6.1% | 1,440,659 | -1.6% | 0.04% | -8.7% |
| Q3 2020 | $99,712,000 | +0.8% | 1,463,557 | -2.3% | 0.05% | -4.2% |
| Q2 2020 | $98,936,000 | +0.1% | 1,497,675 | -6.0% | 0.05% | -17.2% |
| Q1 2020 | $98,885,000 | +47902.4% | 1,593,633 | +53557.7% | 0.06% | – |
| Q2 2017 | $206,000 | -13.8% | 2,970 | -23.8% | 0.00% | – |
| Q4 2016 | $239,000 | – | 3,900 | – | 0.00% | – |
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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% |