ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,212,006 | -3.3% | 171,911 | +0.1% | 0.02% | 0.0% |
| Q2 2023 | $11,590,359 | -3.4% | 171,709 | -3.2% | 0.02% | -9.5% |
| Q1 2023 | $11,998,662 | +7.2% | 177,364 | +0.8% | 0.02% | +5.0% |
| Q4 2022 | $11,192,901 | -5.3% | 176,031 | -15.1% | 0.02% | -13.0% |
| Q3 2022 | $11,824,000 | -11.8% | 207,418 | -2.1% | 0.02% | -8.0% |
| Q2 2022 | $13,407,000 | -11.1% | 211,771 | +1.3% | 0.02% | +4.2% |
| Q1 2022 | $15,075,000 | -12.0% | 208,966 | -6.4% | 0.02% | -7.7% |
| Q4 2021 | $17,137,000 | +7.3% | 223,226 | +5.3% | 0.03% | 0.0% |
| Q3 2021 | $15,978,000 | -18.6% | 212,078 | -18.4% | 0.03% | -18.8% |
| Q2 2021 | $19,625,000 | +4.6% | 259,795 | +1.1% | 0.03% | -3.0% |
| Q1 2021 | $18,764,000 | -10.0% | 257,075 | -9.5% | 0.03% | -17.5% |
| Q4 2020 | $20,850,000 | -12.2% | 284,019 | -18.5% | 0.04% | -23.1% |
| Q3 2020 | $23,747,000 | -14.2% | 348,569 | -16.8% | 0.05% | -16.1% |
| Q2 2020 | $27,681,000 | -15.4% | 419,028 | -20.5% | 0.06% | -27.9% |
| Q1 2020 | $32,723,000 | -37.5% | 527,372 | -24.9% | 0.09% | -18.9% |
| Q4 2019 | $52,322,000 | +10039.9% | 701,937 | +8228.6% | 0.11% | +863.6% |
| Q4 2016 | $516,000 | -11.2% | 8,428 | -1.9% | 0.01% | -8.3% |
| Q3 2016 | $581,000 | +65.1% | 8,587 | +62.0% | 0.01% | +71.4% |
| Q2 2016 | $352,000 | 0.0% | 5,300 | 0.0% | 0.01% | -22.2% |
| Q1 2016 | $352,000 | +2.3% | 5,300 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $344,000 | – | 5,300 | – | 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% |