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 | $5,102,813 | +557.4% | 78,240 | +580.3% | 0.00% | – |
| Q2 2023 | $776,250 | -81.0% | 11,500 | -80.9% | 0.00% | -100.0% |
| Q1 2023 | $4,078,077 | -57.0% | 60,282 | -59.6% | 0.00% | -50.0% |
| Q4 2022 | $9,485,759 | +1384.5% | 149,182 | +1230.2% | 0.00% | – |
| Q3 2022 | $639,000 | -52.3% | 11,215 | -47.0% | 0.00% | – |
| Q2 2022 | $1,339,000 | -49.9% | 21,151 | -42.9% | 0.00% | – |
| Q1 2022 | $2,673,000 | +130.0% | 37,037 | +144.6% | 0.00% | – |
| Q4 2021 | $1,162,000 | -23.4% | 15,144 | -24.7% | 0.00% | – |
| Q3 2021 | $1,516,000 | -82.7% | 20,119 | -82.7% | 0.00% | -100.0% |
| Q2 2021 | $8,775,000 | +24.4% | 116,164 | +20.2% | 0.00% | 0.0% |
| Q1 2021 | $7,053,000 | -18.3% | 96,627 | -17.8% | 0.00% | – |
| Q4 2020 | $8,630,000 | -70.1% | 117,560 | -72.2% | 0.00% | -100.0% |
| Q3 2020 | $28,837,000 | +1015.6% | 423,259 | +981.4% | 0.01% | +400.0% |
| Q2 2020 | $2,585,000 | -85.9% | 39,141 | -86.8% | 0.00% | -83.3% |
| Q1 2020 | $18,364,000 | -75.8% | 295,947 | -71.0% | 0.01% | -72.7% |
| Q4 2019 | $76,029,000 | +5802.9% | 1,019,981 | +5701.6% | 0.02% | – |
| Q3 2019 | $1,288,000 | -27.6% | 17,581 | -28.2% | 0.00% | – |
| Q2 2019 | $1,780,000 | -10.9% | 24,486 | -11.7% | 0.00% | – |
| Q1 2019 | $1,997,000 | +105.2% | 27,730 | +89.9% | 0.00% | – |
| Q4 2018 | $973,000 | +85.7% | 14,600 | +102.8% | 0.00% | – |
| Q3 2018 | $524,000 | -90.1% | 7,200 | -90.3% | 0.00% | -100.0% |
| Q2 2018 | $5,301,000 | -46.6% | 74,516 | -44.7% | 0.00% | -33.3% |
| Q1 2018 | $9,928,000 | +352.1% | 134,740 | +347.6% | 0.00% | – |
| Q4 2017 | $2,196,000 | +32.6% | 30,100 | +29.2% | 0.00% | – |
| Q3 2017 | $1,656,000 | -88.2% | 23,300 | -88.5% | 0.00% | -100.0% |
| Q2 2017 | $14,042,000 | +702.9% | 202,803 | +665.3% | 0.01% | – |
| Q1 2017 | $1,749,000 | -94.9% | 26,500 | -95.3% | 0.00% | -100.0% |
| Q4 2016 | $34,374,000 | +7607.2% | 561,491 | +8407.4% | 0.02% | – |
| Q3 2016 | $446,000 | -91.9% | 6,600 | -92.0% | 0.00% | -100.0% |
| Q2 2016 | $5,478,000 | +1252.6% | 82,500 | +1252.5% | 0.00% | – |
| Q1 2016 | $405,000 | -93.2% | 6,100 | -93.4% | 0.00% | -100.0% |
| Q4 2015 | $5,977,000 | +249.5% | 92,132 | +236.1% | 0.00% | +100.0% |
| Q3 2015 | $1,710,000 | -92.4% | 27,410 | -92.0% | 0.00% | -88.9% |
| Q2 2015 | $22,468,000 | +822.3% | 344,112 | +831.0% | 0.01% | +800.0% |
| Q1 2015 | $2,436,000 | +48.0% | 36,960 | +38.6% | 0.00% | 0.0% |
| Q4 2014 | $1,646,000 | -69.3% | 26,675 | -68.9% | 0.00% | -50.0% |
| Q3 2014 | $5,370,000 | +501.3% | 85,780 | +527.9% | 0.00% | – |
| Q2 2014 | $893,000 | +5.3% | 13,661 | +1.1% | 0.00% | – |
| Q1 2014 | $848,000 | -12.6% | 13,518 | -14.0% | 0.00% | – |
| Q4 2013 | $970,000 | -1.2% | 15,719 | -8.5% | 0.00% | -100.0% |
| Q2 2013 | $982,000 | – | 17,179 | – | 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% |