ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 318 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $33,626 | -4.7% | 484,839 | -2.6% | 0.12% | -8.8% |
| Q1 2024 | $35,292 | +2.7% | 497,905 | +0.5% | 0.14% | -6.8% |
| Q4 2023 | $34,353 | +6.3% | 495,433 | +0.0% | 0.15% | -3.3% |
| Q3 2023 | $32,306 | -3.6% | 495,342 | -0.2% | 0.15% | -1.3% |
| Q2 2023 | $33,506 | +3.0% | 496,387 | +3.2% | 0.15% | -4.4% |
| Q1 2023 | $32,532 | +5.3% | 480,891 | -1.0% | 0.16% | 0.0% |
| Q4 2022 | $30,884 | -99.9% | 485,706 | -4.4% | 0.16% | -1.8% |
| Q3 2022 | $28,951,000 | -12.5% | 507,825 | -2.8% | 0.16% | -8.4% |
| Q2 2022 | $33,093,000 | -10.2% | 522,720 | +2.3% | 0.18% | +5.3% |
| Q1 2022 | $36,845,000 | -10.3% | 510,739 | -4.5% | 0.17% | -8.2% |
| Q4 2021 | $41,063,000 | -2.2% | 534,883 | -4.0% | 0.18% | -11.1% |
| Q3 2021 | $41,990,000 | -3.4% | 557,334 | -3.1% | 0.21% | -0.5% |
| Q2 2021 | $43,463,000 | +2.9% | 575,368 | -0.6% | 0.21% | -9.2% |
| Q1 2021 | $42,231,000 | -9.7% | 578,579 | -9.2% | 0.23% | -16.1% |
| Q4 2020 | $46,766,000 | +2.5% | 637,056 | -4.8% | 0.27% | -11.4% |
| Q3 2020 | $45,613,000 | -12.6% | 669,500 | -15.2% | 0.31% | -21.4% |
| Q2 2020 | $52,165,000 | -19.0% | 789,659 | -23.9% | 0.39% | -36.6% |
| Q1 2020 | $64,372,000 | -25.6% | 1,037,423 | -10.6% | 0.62% | -7.5% |
| Q4 2019 | $86,482,000 | +10.9% | 1,160,209 | +9.0% | 0.67% | -2.5% |
| Q3 2019 | $78,001,000 | +5.9% | 1,064,425 | +5.0% | 0.68% | +1.3% |
| Q2 2019 | $73,653,000 | +23.6% | 1,013,950 | +22.5% | 0.68% | +18.6% |
| Q1 2019 | $59,574,000 | +26.0% | 827,415 | +16.7% | 0.57% | +9.0% |
| Q4 2018 | $47,271,000 | +2.7% | 709,142 | +12.2% | 0.52% | +19.1% |
| Q3 2018 | $46,020,000 | +9.1% | 632,061 | +6.6% | 0.44% | -1.3% |
| Q2 2018 | $42,187,000 | +6.3% | 593,010 | +10.1% | 0.44% | -0.7% |
| Q1 2018 | $39,701,000 | +14.8% | 538,753 | +13.7% | 0.45% | +10.1% |
| Q4 2017 | $34,572,000 | +20.3% | 473,724 | +17.2% | 0.41% | +5.4% |
| Q3 2017 | $28,731,000 | +12.7% | 404,314 | +9.9% | 0.39% | +2.9% |
| Q2 2017 | $25,483,000 | +21.9% | 368,036 | +16.2% | 0.38% | +5.0% |
| Q1 2017 | $20,900,000 | +24.7% | 316,669 | +15.7% | 0.36% | +13.7% |
| Q4 2016 | $16,761,000 | -3.7% | 273,785 | +6.4% | 0.31% | -2.8% |
| Q3 2016 | $17,405,000 | +28.5% | 257,315 | +26.1% | 0.32% | +12.5% |
| Q2 2016 | $13,547,000 | +50.3% | 204,046 | +50.4% | 0.29% | +40.7% |
| Q1 2016 | $9,013,000 | +23.8% | 135,651 | +20.9% | 0.20% | +18.6% |
| Q4 2015 | $7,281,000 | +82.7% | 112,243 | +75.7% | 0.17% | +50.9% |
| Q3 2015 | $3,986,000 | +10.3% | 63,882 | +15.5% | 0.11% | +14.0% |
| Q2 2015 | $3,613,000 | +27.2% | 55,332 | +28.4% | 0.10% | +23.5% |
| Q1 2015 | $2,840,000 | +170.2% | 43,098 | +153.1% | 0.08% | +145.5% |
| Q4 2014 | $1,051,000 | +85.7% | 17,030 | +88.6% | 0.03% | +94.1% |
| Q3 2014 | $566,000 | +99.3% | 9,032 | +108.1% | 0.02% | +70.0% |
| Q2 2014 | $284,000 | – | 4,341 | – | 0.01% | – |
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% |