ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $15,948 | +6.3% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $15,001 | -3.4% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $15,525 | -0.2% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $15,560 | -42.8% | 230 | -46.3% | 0.00% | -50.0% |
| Q4 2022 | $27,214 | +13.4% | 428 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $24,000 | -11.1% | 428 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $27,000 | +58.8% | 428 | +86.1% | 0.00% | +100.0% |
| Q1 2022 | $17,000 | -5.6% | 230 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $18,000 | +5.9% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $17,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $17,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $17,000 | +6.2% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | +6.7% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $15,000 | +7.1% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $14,000 | -17.6% | 230 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $17,000 | 0.0% | 230 | 0.0% | 0.00% | -33.3% |
| Q3 2019 | $17,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $17,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $17,000 | +13.3% | 230 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $15,000 | -11.8% | 230 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $17,000 | +6.2% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $16,000 | – | 230 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 680,595 | $49,554,000 | 32.19% |
| Burt Wealth Advisors | 438,801 | $31,949,000 | 14.50% |
| SimpliFi, Inc. | 246,991 | $17,983,000 | 12.51% |
| Peterson Wealth Advisors, LLC | 228,488 | $16,636,000 | 12.14% |
| Legacy Financial Advisors, Inc. | 438,442 | $31,923,000 | 11.56% |
| Smart Money Group LLC | 153,276 | $11,160,000 | 10.13% |
| Merit Financial Group, LLC | 852,083 | $61,403,000 | 9.83% |
| Price Wealth, LLC | 361,686 | $26,334,000 | 9.81% |
| Arcus Capital Partners, LLC | 237,268 | $17,275,000 | 8.15% |
| Mascoma Wealth Management LLC | 168,011 | $12,233,000 | 8.07% |