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 | $7,714,517 | -3.6% | 118,285 | -0.3% | 1.70% | -0.1% |
| Q2 2023 | $8,004,275 | -0.0% | 118,582 | +0.2% | 1.70% | -4.8% |
| Q1 2023 | $8,006,204 | +6.4% | 118,347 | 0.0% | 1.78% | +1.0% |
| Q4 2022 | $7,525,122 | +2.8% | 118,347 | -7.9% | 1.77% | -3.3% |
| Q3 2022 | $7,322,000 | -10.3% | 128,430 | -0.4% | 1.83% | -6.6% |
| Q2 2022 | $8,162,000 | -11.0% | 128,926 | +1.5% | 1.96% | +2.1% |
| Q1 2022 | $9,166,000 | -6.9% | 127,052 | -0.9% | 1.92% | -0.9% |
| Q4 2021 | $9,846,000 | -0.2% | 128,259 | -2.0% | 1.94% | -4.4% |
| Q3 2021 | $9,864,000 | -2.2% | 130,921 | -1.9% | 2.02% | -2.9% |
| Q2 2021 | $10,086,000 | -1.9% | 133,516 | -5.2% | 2.09% | -6.3% |
| Q1 2021 | $10,282,000 | -8.3% | 140,875 | -7.8% | 2.23% | -18.4% |
| Q4 2020 | $11,218,000 | +4.0% | 152,817 | -3.5% | 2.73% | -13.5% |
| Q3 2020 | $10,786,000 | +1.5% | 158,320 | -1.6% | 3.15% | -6.1% |
| Q2 2020 | $10,625,000 | +7.5% | 160,841 | +1.0% | 3.36% | -10.0% |
| Q1 2020 | $9,884,000 | -12.0% | 159,301 | +5.7% | 3.73% | +9.7% |
| Q4 2019 | $11,233,000 | +38.9% | 150,701 | +36.6% | 3.40% | +22.6% |
| Q3 2019 | $8,085,000 | +22.1% | 110,332 | +21.1% | 2.77% | +17.9% |
| Q2 2019 | $6,620,000 | +3.5% | 91,130 | +2.6% | 2.35% | +1.4% |
| Q1 2019 | $6,394,000 | +11.8% | 88,802 | +3.5% | 2.32% | -1.3% |
| Q4 2018 | $5,721,000 | -6.1% | 85,819 | +2.5% | 2.35% | +13.9% |
| Q3 2018 | $6,095,000 | +2.7% | 83,704 | +0.3% | 2.06% | -0.4% |
| Q2 2018 | $5,935,000 | +0.8% | 83,423 | +4.4% | 2.07% | -1.8% |
| Q1 2018 | $5,888,000 | +26.2% | 79,900 | +25.0% | 2.11% | +25.5% |
| Q4 2017 | $4,665,000 | +15.3% | 63,919 | +12.3% | 1.68% | +10.7% |
| Q3 2017 | $4,045,000 | +36.5% | 56,927 | +33.0% | 1.52% | +32.4% |
| Q2 2017 | $2,964,000 | +52.9% | 42,809 | +45.7% | 1.15% | +49.4% |
| Q1 2017 | $1,939,000 | +26.7% | 29,372 | +17.5% | 0.77% | +22.1% |
| Q4 2016 | $1,530,000 | -45.1% | 24,999 | -39.3% | 0.63% | -45.8% |
| Q3 2016 | $2,785,000 | +9.4% | 41,169 | +7.4% | 1.16% | +4.9% |
| Q2 2016 | $2,546,000 | +23.1% | 38,349 | +23.2% | 1.10% | +20.4% |
| Q1 2016 | $2,068,000 | -1.9% | 31,126 | -4.3% | 0.92% | -4.2% |
| Q4 2015 | $2,109,000 | +30.2% | 32,508 | +25.2% | 0.96% | +26.1% |
| Q3 2015 | $1,620,000 | +87.9% | 25,972 | +96.7% | 0.76% | +95.1% |
| Q2 2015 | $862,000 | +125.7% | 13,204 | +127.6% | 0.39% | +119.8% |
| Q1 2015 | $382,000 | – | 5,802 | – | 0.18% | – |
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% |