ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 518 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $354,262 | -23.7% | 5,432 | -21.1% | 0.00% | -50.0% |
| Q2 2023 | $464,454 | +26.8% | 6,881 | +27.0% | 0.00% | +100.0% |
| Q1 2023 | $366,379 | -8.3% | 5,416 | -13.8% | 0.00% | -50.0% |
| Q4 2022 | $399,683 | +11.3% | 6,286 | -0.2% | 0.00% | 0.0% |
| Q3 2022 | $359,000 | -6.8% | 6,298 | +3.5% | 0.00% | 0.0% |
| Q2 2022 | $385,000 | -12.3% | 6,086 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $439,000 | -40.9% | 6,086 | -37.1% | 0.00% | 0.0% |
| Q4 2021 | $743,000 | +37.8% | 9,679 | +35.2% | 0.00% | 0.0% |
| Q3 2021 | $539,000 | -1.6% | 7,159 | -1.3% | 0.00% | 0.0% |
| Q2 2021 | $548,000 | -80.3% | 7,250 | -81.0% | 0.00% | -80.0% |
| Q1 2021 | $2,779,000 | -4.6% | 38,077 | -4.1% | 0.01% | -9.1% |
| Q4 2020 | $2,913,000 | +12.3% | 39,685 | +4.3% | 0.01% | 0.0% |
| Q3 2020 | $2,593,000 | +19.7% | 38,067 | +16.0% | 0.01% | +10.0% |
| Q2 2020 | $2,167,000 | -16.4% | 32,809 | -21.5% | 0.01% | -37.5% |
| Q1 2020 | $2,593,000 | -9.1% | 41,796 | +9.2% | 0.02% | +6.7% |
| Q4 2019 | $2,853,000 | -8.6% | 38,269 | -10.2% | 0.02% | -16.7% |
| Q3 2019 | $3,123,000 | -1.9% | 42,617 | -2.8% | 0.02% | 0.0% |
| Q2 2019 | $3,184,000 | +7.0% | 43,827 | +6.0% | 0.02% | 0.0% |
| Q1 2019 | $2,976,000 | +4.5% | 41,338 | -3.3% | 0.02% | -14.3% |
| Q4 2018 | $2,849,000 | +1.4% | 42,747 | +10.8% | 0.02% | +23.5% |
| Q3 2018 | $2,810,000 | +0.0% | 38,592 | -2.3% | 0.02% | -10.5% |
| Q2 2018 | $2,809,000 | +0.3% | 39,484 | +3.9% | 0.02% | -5.0% |
| Q1 2018 | $2,800,000 | +1.0% | 38,003 | +0.1% | 0.02% | +5.3% |
| Q4 2017 | $2,771,000 | +7.9% | 37,966 | +5.1% | 0.02% | 0.0% |
| Q3 2017 | $2,568,000 | +10.8% | 36,134 | +8.0% | 0.02% | +11.8% |
| Q2 2017 | $2,317,000 | +5.4% | 33,465 | -1.4% | 0.02% | -5.6% |
| Q1 2017 | $2,199,000 | +6.3% | 33,937 | +0.4% | 0.02% | 0.0% |
| Q4 2016 | $2,068,000 | -13.2% | 33,785 | -4.1% | 0.02% | -14.3% |
| Q3 2016 | $2,383,000 | +1.7% | 35,230 | -0.2% | 0.02% | -4.5% |
| Q2 2016 | $2,344,000 | +599.7% | 35,303 | +598.4% | 0.02% | +633.3% |
| Q1 2016 | $335,000 | – | 5,055 | – | 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% |