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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $49,613 | -0.2% | 735 | 0.0% | 0.00% | – |
| Q1 2023 | $49,723 | -74.6% | 735 | -76.2% | 0.00% | – |
| Q4 2022 | $196,033 | +11.4% | 3,083 | 0.0% | 0.00% | – |
| Q3 2022 | $176,000 | -25.4% | 3,083 | -17.4% | 0.00% | – |
| Q2 2022 | $236,000 | -12.3% | 3,732 | 0.0% | 0.00% | – |
| Q1 2022 | $269,000 | -6.3% | 3,732 | 0.0% | 0.00% | – |
| Q4 2021 | $287,000 | +2.1% | 3,732 | 0.0% | 0.00% | – |
| Q3 2021 | $281,000 | -29.4% | 3,732 | -29.2% | 0.00% | – |
| Q2 2021 | $398,000 | +3.6% | 5,272 | 0.0% | 0.00% | – |
| Q1 2021 | $384,000 | -0.8% | 5,272 | 0.0% | 0.00% | – |
| Q4 2020 | $387,000 | -4.9% | 5,272 | -11.7% | 0.00% | – |
| Q3 2020 | $407,000 | +3.0% | 5,972 | 0.0% | 0.00% | – |
| Q2 2020 | $395,000 | -17.5% | 5,972 | -22.7% | 0.00% | – |
| Q1 2020 | $479,000 | +0.6% | 7,724 | +20.8% | 0.00% | – |
| Q4 2019 | $476,000 | +1.7% | 6,395 | 0.0% | 0.00% | – |
| Q3 2019 | $468,000 | +286.8% | 6,395 | +280.0% | 0.00% | – |
| Q2 2019 | $121,000 | -55.8% | 1,683 | -59.1% | 0.00% | – |
| Q4 2018 | $274,000 | +315.2% | 4,111 | +353.3% | 0.00% | – |
| Q3 2018 | $66,000 | +61.0% | 907 | +58.0% | 0.00% | – |
| Q2 2018 | $41,000 | +141.2% | 574 | +136.2% | 0.00% | – |
| Q1 2018 | $17,000 | -96.7% | 243 | -97.1% | 0.00% | – |
| Q4 2014 | $509,000 | +66.3% | 8,259 | +68.6% | 0.00% | – |
| Q3 2014 | $306,000 | -39.5% | 4,900 | -36.7% | 0.00% | – |
| Q2 2014 | $506,000 | – | 7,743 | – | 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% |