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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $903,624 | +99969.1% | 13,855 | +3.5% | 0.03% | +3.8% |
| Q2 2023 | $903 | +7.5% | 13,383 | +7.8% | 0.03% | -3.7% |
| Q1 2023 | $840 | +7.6% | 12,419 | +1.1% | 0.03% | +3.8% |
| Q4 2022 | $781 | -99.9% | 12,288 | -4.1% | 0.03% | -3.7% |
| Q3 2022 | $730,000 | -14.9% | 12,812 | -5.5% | 0.03% | -12.9% |
| Q2 2022 | $858,000 | -24.7% | 13,552 | -14.2% | 0.03% | -11.4% |
| Q1 2022 | $1,140,000 | -15.2% | 15,804 | -9.8% | 0.04% | -12.5% |
| Q4 2021 | $1,345,000 | +41.0% | 17,522 | +38.3% | 0.04% | +25.0% |
| Q3 2021 | $954,000 | -11.3% | 12,666 | -11.0% | 0.03% | -11.1% |
| Q2 2021 | $1,075,000 | -20.0% | 14,231 | -22.7% | 0.04% | -23.4% |
| Q1 2021 | $1,344,000 | -7.4% | 18,413 | -6.9% | 0.05% | -16.1% |
| Q4 2020 | $1,451,000 | +10.8% | 19,773 | +2.9% | 0.06% | 0.0% |
| Q3 2020 | $1,309,000 | -12.9% | 19,208 | -15.6% | 0.06% | -23.3% |
| Q2 2020 | $1,503,000 | +6.2% | 22,753 | -0.2% | 0.07% | -13.1% |
| Q1 2020 | $1,415,000 | -6.7% | 22,793 | +12.0% | 0.08% | +16.7% |
| Q4 2019 | $1,517,000 | +0.1% | 20,353 | -1.5% | 0.07% | -7.7% |
| Q3 2019 | $1,515,000 | +1.3% | 20,664 | +0.4% | 0.08% | -4.9% |
| Q2 2019 | $1,495,000 | +1.6% | 20,583 | +0.7% | 0.08% | -3.5% |
| Q1 2019 | $1,472,000 | +5.7% | 20,436 | -2.1% | 0.08% | -5.6% |
| Q4 2018 | $1,392,000 | +47.1% | 20,885 | +60.8% | 0.09% | +69.8% |
| Q3 2018 | $946,000 | -2.2% | 12,992 | -4.5% | 0.05% | -10.2% |
| Q2 2018 | $967,000 | – | 13,602 | – | 0.06% | – |
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% |