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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $390,000 | -86.3% | 5,400 | -85.5% | 0.00% | -75.0% |
| Q4 2021 | $2,856,000 | +1210.1% | 37,200 | +1146.6% | 0.00% | – |
| Q1 2021 | $218,000 | +1.9% | 2,984 | +3.0% | 0.00% | – |
| Q4 2020 | $214,000 | +6.5% | 2,897 | -1.9% | 0.00% | -100.0% |
| Q3 2020 | $201,000 | -8.6% | 2,952 | -0.1% | 0.00% | 0.0% |
| Q4 2019 | $220,000 | -7.9% | 2,956 | -9.2% | 0.00% | 0.0% |
| Q3 2019 | $239,000 | -7.7% | 3,255 | -8.6% | 0.00% | 0.0% |
| Q2 2019 | $259,000 | -13.7% | 3,563 | -20.8% | 0.00% | 0.0% |
| Q4 2018 | $300,000 | -1.6% | 4,500 | +4.9% | 0.00% | -50.0% |
| Q3 2017 | $305,000 | +2.7% | 4,290 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $297,000 | – | 4,290 | – | 0.00% | – |
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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% |