ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $645 | -94.6% | 9,558 | -94.6% | 0.00% | -94.7% |
Q1 2023 | $11,945 | – | 176,661 | +17666000.0% | 0.02% | – |
Q1 2019 | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
Q4 2017 | $483,000 | -23.7% | 6,615 | -25.7% | 0.00% | -50.0% |
Q3 2017 | $633,000 | +10.3% | 8,903 | +2.3% | 0.00% | 0.0% |
Q1 2017 | $574,000 | -54.0% | 8,700 | -53.7% | 0.00% | -60.0% |
Q2 2016 | $1,248,000 | +1004.4% | 18,797 | +977.2% | 0.01% | +400.0% |
Q4 2015 | $113,000 | – | 1,745 | – | 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% |