ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 583 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,299,182 | -3.4% | 19,920 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,344,600 | -9.9% | 19,920 | -9.7% | 0.00% | 0.0% |
| Q1 2023 | $1,492,359 | +6.4% | 22,060 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,402,685 | +9.6% | 22,060 | -1.8% | 0.00% | 0.0% |
| Q3 2022 | $1,280,000 | -20.5% | 22,460 | -11.7% | 0.00% | -33.3% |
| Q2 2022 | $1,611,000 | -12.2% | 25,440 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,835,000 | +18.9% | 25,440 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,543,000 | +5.6% | 25,440 | +3.7% | 0.00% | 0.0% |
| Q3 2021 | $1,461,000 | +3.3% | 24,540 | +6.2% | 0.00% | 0.0% |
| Q2 2021 | $1,415,000 | -51.5% | 23,110 | -53.3% | 0.00% | -50.0% |
| Q1 2021 | $2,919,000 | +1.0% | 49,440 | +0.3% | 0.01% | -14.3% |
| Q4 2020 | $2,890,000 | +13.7% | 49,305 | +0.8% | 0.01% | 0.0% |
| Q3 2020 | $2,541,000 | +8.3% | 48,933 | +2.6% | 0.01% | 0.0% |
| Q2 2020 | $2,347,000 | +8.5% | 47,697 | -0.2% | 0.01% | -12.5% |
| Q1 2020 | $2,164,000 | +14326.7% | 47,813 | +23806.5% | 0.01% | – |
| Q4 2017 | $15,000 | – | 200 | – | 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% |