ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 345 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.83 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,197 | -2.1% | 17,247 | 0.0% | 0.13% | +3.2% |
| Q1 2024 | $1,223 | -45.2% | 17,247 | -46.4% | 0.12% | -59.7% |
| Q4 2023 | $2,233 | +48.8% | 32,203 | +40.0% | 0.31% | +51.7% |
| Q3 2023 | $1,501 | -43.5% | 23,001 | -41.5% | 0.20% | -41.0% |
| Q2 2023 | $2,655 | -5.2% | 39,324 | -5.0% | 0.34% | -7.0% |
| Q1 2023 | $2,801 | +137.4% | 41,390 | +123.1% | 0.37% | +120.2% |
| Q4 2022 | $1,180 | -99.9% | 18,554 | -5.6% | 0.17% | +1.8% |
| Q3 2022 | $1,121,000 | +13.5% | 19,663 | +26.1% | 0.16% | +17.9% |
| Q2 2022 | $988,000 | +12250.0% | 15,596 | +14753.3% | 0.14% | -51.0% |
| Q1 2022 | $8,000 | -27.3% | 105 | -23.4% | 0.29% | -3.7% |
| Q4 2021 | $11,000 | +10.0% | 137 | +4.6% | 0.30% | +6.1% |
| Q3 2021 | $10,000 | -9.1% | 131 | -3.0% | 0.28% | +4.1% |
| Q2 2021 | $11,000 | 0.0% | 135 | -10.6% | 0.27% | +0.4% |
| Q1 2021 | $11,000 | -26.7% | 151 | -23.4% | 0.27% | -13.5% |
| Q4 2020 | $15,000 | +7.1% | 197 | +1.5% | 0.31% | +22.0% |
| Q3 2020 | $14,000 | -99.6% | 194 | -99.6% | 0.25% | -67.5% |
| Q2 2020 | $3,566,000 | +23673.3% | 53,981 | +23167.7% | 0.78% | +192.9% |
| Q1 2020 | $15,000 | -16.7% | 232 | -2.5% | 0.27% | +7.2% |
| Q4 2019 | $18,000 | -5.3% | 238 | -7.4% | 0.25% | +2.9% |
| Q3 2019 | $19,000 | -99.7% | 257 | -99.7% | 0.24% | -80.7% |
| Q2 2019 | $5,825,000 | +29025.0% | 80,189 | +30046.2% | 1.26% | +965.3% |
| Q1 2019 | $20,000 | -99.5% | 266 | -99.6% | 0.12% | -88.8% |
| Q4 2018 | $4,106,000 | -3.9% | 61,583 | +5.0% | 1.05% | +16.2% |
| Q3 2018 | $4,272,000 | +12.1% | 58,661 | +9.5% | 0.91% | +7.6% |
| Q2 2018 | $3,812,000 | +7.0% | 53,579 | +10.8% | 0.84% | +60.3% |
| Q1 2018 | $3,563,000 | +45.8% | 48,351 | +44.4% | 0.53% | +62.3% |
| Q4 2017 | $2,444,000 | +12.0% | 33,488 | +9.0% | 0.32% | +20.0% |
| Q3 2017 | $2,183,000 | +36.1% | 30,712 | +32.7% | 0.27% | +23.9% |
| Q2 2017 | $1,604,000 | +121.5% | 23,152 | +111.2% | 0.22% | +150.6% |
| Q1 2017 | $724,000 | -28.1% | 10,963 | -29.3% | 0.09% | +17.6% |
| Q4 2015 | $1,007,000 | +566.9% | 15,514 | +544.5% | 0.07% | +516.7% |
| Q3 2015 | $151,000 | -92.1% | 2,407 | -91.8% | 0.01% | -91.2% |
| Q2 2015 | $1,914,000 | +0.7% | 29,311 | +1.7% | 0.14% | +3.8% |
| Q1 2015 | $1,900,000 | +37900.0% | 28,829 | +42295.6% | 0.13% | – |
| Q4 2014 | $5,000 | 0.0% | 68 | -15.0% | 0.00% | – |
| Q3 2014 | $5,000 | -99.7% | 80 | -99.7% | 0.00% | -100.0% |
| Q2 2014 | $1,753,000 | -3.4% | 26,798 | -7.2% | 0.15% | -15.0% |
| Q1 2014 | $1,814,000 | +23.0% | 28,889 | +20.7% | 0.18% | +12.5% |
| Q4 2013 | $1,475,000 | -17.0% | 23,944 | -17.9% | 0.16% | -30.7% |
| Q3 2013 | $1,778,000 | +179.1% | 29,162 | +162.0% | 0.23% | +122.1% |
| Q2 2013 | $637,000 | – | 11,129 | – | 0.10% | – |
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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% |