ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $740 | +1.0% | 11,350 | +4.6% | 0.03% | +3.7% |
| Q2 2023 | $733 | -99.8% | 10,852 | +53.8% | 0.03% | +35.0% |
| Q3 2022 | $402,000 | -29.6% | 7,055 | -21.8% | 0.02% | -23.1% |
| Q2 2022 | $571,000 | -14.0% | 9,017 | -2.0% | 0.03% | -7.1% |
| Q1 2022 | $664,000 | -8.4% | 9,198 | -2.6% | 0.03% | -9.7% |
| Q4 2021 | $725,000 | -36.5% | 9,443 | -37.7% | 0.03% | -42.6% |
| Q3 2021 | $1,141,000 | +2.6% | 15,148 | +2.9% | 0.05% | +1.9% |
| Q2 2021 | $1,112,000 | +20.2% | 14,723 | +16.2% | 0.05% | +8.2% |
| Q1 2021 | $925,000 | +124.5% | 12,673 | +125.9% | 0.05% | +96.0% |
| Q4 2020 | $412,000 | +15.4% | 5,609 | +4.7% | 0.02% | -35.9% |
| Q4 2018 | $357,000 | +25.7% | 5,355 | +37.5% | 0.04% | +30.0% |
| Q3 2018 | $284,000 | +2.5% | 3,895 | 0.0% | 0.03% | -3.2% |
| Q2 2018 | $277,000 | -3.5% | 3,895 | 0.0% | 0.03% | -6.1% |
| Q1 2018 | $287,000 | – | 3,895 | – | 0.03% | – |
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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% |