ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 345 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.83 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $33,000 | -8.3% | 576 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $36,000 | -21.7% | 576 | -9.1% | 0.00% | 0.0% |
| Q1 2022 | $46,000 | +4.5% | 634 | +10.1% | 0.00% | 0.0% |
| Q4 2021 | $44,000 | +2.3% | 576 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $43,000 | -2.3% | 576 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $44,000 | -20.0% | 576 | -23.0% | 0.00% | 0.0% |
| Q1 2021 | $55,000 | 0.0% | 748 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $55,000 | +7.8% | 748 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $51,000 | -74.0% | 748 | -74.8% | 0.00% | -83.3% |
| Q2 2020 | $196,000 | +26.5% | 2,973 | +19.4% | 0.01% | +20.0% |
| Q1 2020 | $155,000 | -16.7% | 2,490 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $186,000 | +2.2% | 2,490 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $182,000 | +0.6% | 2,490 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $181,000 | +852.6% | 2,490 | +839.6% | 0.01% | +400.0% |
| Q1 2019 | $19,000 | +5.6% | 265 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $18,000 | -5.3% | 265 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $19,000 | 0.0% | 265 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $19,000 | 0.0% | 265 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $19,000 | 0.0% | 265 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $19,000 | 0.0% | 265 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $19,000 | +5.6% | 265 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $18,000 | +5.9% | 265 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $17,000 | +6.2% | 265 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $16,000 | -11.1% | 265 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $18,000 | -52.6% | 265 | -53.8% | 0.00% | 0.0% |
| Q2 2016 | $38,000 | +65.2% | 573 | +68.0% | 0.00% | 0.0% |
| Q1 2016 | $23,000 | +4.5% | 341 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $22,000 | +46.7% | 341 | +40.3% | 0.00% | 0.0% |
| Q3 2015 | $15,000 | – | 243 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 606,289 | $44,417,000 | 32.49% |
| Financial Advisors, LLC | 376,528 | $27,351,000 | 17.55% |
| Burt Wealth Advisors | 452,560 | $32,874,000 | 14.41% |
| Legacy Financial Advisors, Inc. | 546,972 | $39,732,000 | 14.05% |
| Peterson Wealth Advisors, LLC | 288,806 | $20,979,000 | 13.28% |
| SimpliFi, Inc. | 274,449 | $19,936,000 | 11.92% |
| Merit Financial Group, LLC | 1,030,481 | $74,134,000 | 8.70% |
| NewDay Solutions, LLC | 158,748 | $11,536,000 | 8.35% |
| RHS Financial, LLC | 91,480 | $6,645,000 | 8.32% |
| Financial Insights, Inc. | 109,566 | $7,836,000 | 7.95% |