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 | $52 | -3.7% | 802 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $54 | 0.0% | 802 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $54 | +5.9% | 802 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $51 | -99.9% | 802 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $46,000 | -9.8% | 802 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $51,000 | -12.1% | 802 | 0.0% | 0.01% | +12.5% |
| Q1 2022 | $58,000 | -17.1% | 802 | -13.0% | 0.01% | -27.3% |
| Q4 2021 | $70,000 | +1.4% | 922 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $69,000 | +40.8% | 922 | +42.3% | 0.01% | +37.5% |
| Q2 2021 | $49,000 | +81.5% | 648 | +72.8% | 0.01% | +60.0% |
| Q1 2021 | $27,000 | +145.5% | 375 | +151.7% | 0.01% | +150.0% |
| Q4 2020 | $11,000 | +10.0% | 149 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | 0.0% | 149 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | -98.2% | 149 | -98.4% | 0.00% | -98.6% |
| Q1 2020 | $562,000 | -19.6% | 9,413 | +0.4% | 0.15% | +13.1% |
| Q4 2019 | $699,000 | +6.6% | 9,371 | +4.1% | 0.13% | +4.8% |
| Q3 2019 | $656,000 | +6.5% | 9,005 | +6.1% | 0.12% | 0.0% |
| Q2 2019 | $616,000 | -29.4% | 8,486 | -29.9% | 0.12% | -23.0% |
| Q1 2019 | $872,000 | +11.2% | 12,108 | +2.9% | 0.16% | -6.4% |
| Q4 2018 | $784,000 | -8.2% | 11,764 | +0.2% | 0.17% | +6.8% |
| Q3 2018 | $854,000 | -1.0% | 11,738 | -3.2% | 0.16% | -11.0% |
| Q2 2018 | $863,000 | -2.4% | 12,130 | -0.0% | 0.18% | -7.7% |
| Q1 2018 | $884,000 | +1.0% | 12,132 | +1.2% | 0.20% | +1.0% |
| Q4 2017 | $875,000 | +8.3% | 11,994 | +5.5% | 0.19% | +0.5% |
| Q3 2017 | $808,000 | -2.7% | 11,370 | -5.6% | 0.19% | -11.1% |
| Q2 2017 | $830,000 | +14.6% | 12,048 | +9.8% | 0.22% | -3.1% |
| Q1 2017 | $724,000 | +2.8% | 10,973 | -4.5% | 0.22% | -12.2% |
| Q4 2016 | $704,000 | -8.3% | 11,492 | +1.2% | 0.26% | -3.0% |
| Q3 2016 | $768,000 | +13.9% | 11,353 | +11.8% | 0.26% | +9.6% |
| Q2 2016 | $674,000 | +12.3% | 10,151 | +12.5% | 0.24% | +6.7% |
| Q1 2016 | $600,000 | -86.6% | 9,026 | -86.9% | 0.22% | -86.1% |
| Q4 2015 | $4,472,000 | +937.6% | 68,943 | +898.3% | 1.62% | +821.6% |
| Q3 2015 | $431,000 | -3.8% | 6,906 | +0.6% | 0.18% | 0.0% |
| Q2 2015 | $448,000 | +1.6% | 6,865 | +3.0% | 0.18% | +0.6% |
| Q1 2015 | $441,000 | +8720.0% | 6,666 | +8788.0% | 0.18% | +8650.0% |
| Q4 2014 | $5,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $5,000 | – | 75 | – | 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% |