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 | $458,861 | -3.4% | 7,036 | 0.0% | 0.04% | -2.3% |
| Q2 2023 | $474,902 | -0.0% | 7,036 | +0.2% | 0.04% | -8.5% |
| Q1 2023 | $474,930 | +6.4% | 7,020 | 0.0% | 0.05% | -2.1% |
| Q4 2022 | $446,392 | +11.6% | 7,020 | +0.1% | 0.05% | +2.1% |
| Q3 2022 | $400,000 | -11.1% | 7,014 | -1.4% | 0.05% | -6.0% |
| Q2 2022 | $450,000 | -14.9% | 7,114 | -3.0% | 0.05% | -2.0% |
| Q1 2022 | $529,000 | +12.6% | 7,331 | +19.9% | 0.05% | +21.4% |
| Q4 2021 | $470,000 | +1.3% | 6,116 | +0.1% | 0.04% | -12.5% |
| Q3 2021 | $464,000 | -6.8% | 6,109 | -7.3% | 0.05% | -7.7% |
| Q2 2021 | $498,000 | +3.5% | 6,589 | 0.0% | 0.05% | -26.8% |
| Q1 2021 | $481,000 | -0.6% | 6,589 | 0.0% | 0.07% | -7.8% |
| Q4 2020 | $484,000 | +7.8% | 6,589 | 0.0% | 0.08% | -4.9% |
| Q3 2020 | $449,000 | +3.2% | 6,589 | 0.0% | 0.08% | -5.8% |
| Q2 2020 | $435,000 | +6.4% | 6,589 | 0.0% | 0.09% | -12.2% |
| Q1 2020 | $409,000 | -8.5% | 6,589 | +9.8% | 0.10% | +11.4% |
| Q4 2019 | $447,000 | +4.0% | 6,000 | +2.2% | 0.09% | 0.0% |
| Q3 2019 | $430,000 | +0.9% | 5,870 | 0.0% | 0.09% | +2.3% |
| Q2 2019 | $426,000 | -5.3% | 5,870 | -6.0% | 0.09% | -7.5% |
| Q1 2019 | $450,000 | +8.2% | 6,244 | 0.0% | 0.09% | -2.1% |
| Q4 2018 | $416,000 | -15.3% | 6,244 | -7.5% | 0.10% | -5.0% |
| Q3 2018 | $491,000 | -3.0% | 6,747 | -5.2% | 0.10% | 0.0% |
| Q2 2018 | $506,000 | -1.6% | 7,114 | +2.0% | 0.10% | -5.7% |
| Q1 2018 | $514,000 | -30.7% | 6,977 | -31.4% | 0.11% | -29.3% |
| Q4 2017 | $742,000 | +40.3% | 10,172 | +36.5% | 0.15% | +32.7% |
| Q3 2017 | $529,000 | +2.5% | 7,450 | 0.0% | 0.11% | -5.0% |
| Q2 2017 | $516,000 | +6.8% | 7,450 | +1.8% | 0.12% | 0.0% |
| Q1 2017 | $483,000 | +7.8% | 7,319 | 0.0% | 0.12% | -4.8% |
| Q4 2016 | $448,000 | +6.4% | 7,319 | +17.6% | 0.12% | +4.2% |
| Q3 2016 | $421,000 | +1.9% | 6,221 | 0.0% | 0.12% | -4.0% |
| Q2 2016 | $413,000 | +16.0% | 6,221 | +15.9% | 0.12% | +2.5% |
| Q1 2016 | $356,000 | +2.3% | 5,366 | 0.0% | 0.12% | -3.9% |
| Q4 2015 | $348,000 | +5.1% | 5,366 | +1.0% | 0.13% | +2.4% |
| Q3 2015 | $331,000 | -3.2% | 5,312 | +1.5% | 0.12% | +4.2% |
| Q2 2015 | $342,000 | -0.9% | 5,236 | 0.0% | 0.12% | -3.3% |
| Q1 2015 | $345,000 | +6.8% | 5,236 | 0.0% | 0.12% | +3.4% |
| Q4 2014 | $323,000 | -0.3% | 5,236 | +1.3% | 0.12% | -9.8% |
| Q3 2014 | $324,000 | -2.1% | 5,168 | +2.1% | 0.13% | +3.1% |
| Q2 2014 | $331,000 | +4.1% | 5,063 | 0.0% | 0.13% | -8.6% |
| Q1 2014 | $318,000 | +1.9% | 5,063 | 0.0% | 0.14% | +0.7% |
| Q4 2013 | $312,000 | – | 5,063 | – | 0.14% | – |
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% |