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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $6,000 | -92.1% | 100 | -90.0% | 0.00% | -100.0% |
| Q4 2021 | $76,000 | +985.7% | 1,000 | +900.0% | 0.00% | – |
| Q3 2021 | $7,000 | – | 100 | -50.0% | 0.00% | – |
| Q2 2021 | $0 | – | 200 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 200 | -90.5% | 0.00% | -100.0% |
| Q4 2020 | $54,000 | +5300.0% | 2,100 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | -99.2% | 2,100 | -30.0% | 0.00% | -100.0% |
| Q2 2020 | $118,000 | -0.8% | 3,000 | -72.7% | 0.01% | +33.3% |
| Q1 2020 | $119,000 | +1600.0% | 11,000 | +34.1% | 0.01% | – |
| Q4 2019 | $7,000 | -99.4% | 8,200 | -49.1% | 0.00% | -100.0% |
| Q3 2019 | $1,122,000 | +318.7% | 16,100 | +274.4% | 0.10% | +308.0% |
| Q2 2019 | $268,000 | +2877.8% | 4,300 | -35.8% | 0.02% | +2400.0% |
| Q1 2019 | $9,000 | – | 6,700 | +3250.0% | 0.00% | – |
| Q2 2018 | $0 | -100.0% | 200 | -97.8% | 0.00% | -100.0% |
| Q1 2018 | $400,000 | +59.4% | 8,961 | +79.2% | 0.03% | +240.0% |
| Q4 2017 | $251,000 | -78.7% | 5,001 | -84.6% | 0.01% | -77.3% |
| Q3 2017 | $1,178,000 | +86.4% | 32,401 | +88.4% | 0.04% | +91.3% |
| Q2 2017 | $632,000 | +2647.8% | 17,200 | +160.6% | 0.02% | +2200.0% |
| Q1 2017 | $23,000 | -80.8% | 6,600 | +6.9% | 0.00% | -75.0% |
| Q4 2016 | $120,000 | +531.6% | 6,176 | -82.8% | 0.00% | +300.0% |
| Q3 2016 | $19,000 | -96.7% | 36,000 | -37.4% | 0.00% | -96.6% |
| Q2 2016 | $578,000 | +542.2% | 57,513 | +78.6% | 0.03% | +383.3% |
| Q1 2016 | $90,000 | – | 32,200 | – | 0.01% | – |
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% |