ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 571 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $789,547 | -3.0% | 12,105 | +0.4% | 0.02% | -5.6% |
| Q2 2023 | $814,246 | +92.9% | 12,062 | +93.4% | 0.02% | +63.6% |
| Q1 2023 | $422,054 | -20.4% | 6,238 | -25.2% | 0.01% | -15.4% |
| Q4 2022 | $530,202 | -42.4% | 8,338 | -48.4% | 0.01% | -50.0% |
| Q3 2022 | $921,000 | -42.0% | 16,152 | -35.6% | 0.03% | -35.0% |
| Q2 2022 | $1,588,000 | -34.3% | 25,090 | -25.2% | 0.04% | -25.9% |
| Q1 2022 | $2,418,000 | -6.6% | 33,523 | -0.6% | 0.05% | -5.3% |
| Q4 2021 | $2,590,000 | +2.3% | 33,735 | +0.3% | 0.06% | -10.9% |
| Q3 2021 | $2,533,000 | -2.4% | 33,625 | -2.1% | 0.06% | -1.5% |
| Q2 2021 | $2,594,000 | -0.2% | 34,338 | -3.6% | 0.06% | -9.7% |
| Q1 2021 | $2,599,000 | -52.0% | 35,613 | -51.7% | 0.07% | -55.3% |
| Q4 2020 | $5,410,000 | -2.6% | 73,694 | -9.6% | 0.16% | -11.5% |
| Q3 2020 | $5,552,000 | -0.8% | 81,493 | -3.8% | 0.18% | -8.5% |
| Q2 2020 | $5,594,000 | -53.0% | 84,678 | -55.9% | 0.20% | -63.6% |
| Q1 2020 | $11,913,000 | -8.0% | 191,995 | +10.5% | 0.55% | +7.5% |
| Q4 2019 | $12,947,000 | +9.2% | 173,694 | +7.4% | 0.51% | -1.0% |
| Q3 2019 | $11,855,000 | -9.9% | 161,773 | -10.7% | 0.51% | -10.0% |
| Q2 2019 | $13,153,000 | +41.6% | 181,070 | +40.3% | 0.57% | +36.4% |
| Q1 2019 | $9,292,000 | +105.0% | 129,061 | +89.8% | 0.42% | +78.6% |
| Q4 2018 | $4,533,000 | +25.7% | 68,006 | +37.3% | 0.23% | +45.3% |
| Q3 2018 | $3,606,000 | +6.5% | 49,529 | +4.0% | 0.16% | +6.6% |
| Q2 2018 | $3,387,000 | -43.9% | 47,613 | -41.9% | 0.15% | -40.6% |
| Q1 2018 | $6,038,000 | +3.1% | 81,938 | +2.1% | 0.25% | -3.4% |
| Q4 2017 | $5,855,000 | -0.6% | 80,228 | -3.2% | 0.26% | -5.4% |
| Q3 2017 | $5,891,000 | +3.5% | 82,900 | +0.8% | 0.28% | -5.4% |
| Q2 2017 | $5,693,000 | -11.8% | 82,217 | -16.0% | 0.29% | -19.5% |
| Q1 2017 | $6,457,000 | +46.1% | 97,831 | +35.5% | 0.36% | +32.7% |
| Q4 2016 | $4,419,000 | -36.9% | 72,190 | -30.2% | 0.28% | -41.7% |
| Q3 2016 | $6,998,000 | +20.7% | 103,462 | +18.5% | 0.47% | +9.8% |
| Q2 2016 | $5,799,000 | +7.4% | 87,344 | +7.4% | 0.43% | -7.1% |
| Q1 2016 | $5,401,000 | +5.6% | 81,299 | +3.1% | 0.46% | +8.7% |
| Q4 2015 | $5,114,000 | +22.6% | 78,831 | +17.9% | 0.43% | -18.7% |
| Q3 2015 | $4,171,000 | +1778.8% | 66,855 | +1852.5% | 0.52% | +1915.4% |
| Q1 2015 | $222,000 | – | 3,424 | – | 0.03% | – |
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% |