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 | $514,726 | -3.4% | 7,892 | -0.1% | 0.10% | +1.0% |
| Q2 2023 | $532,990 | +10559.8% | 7,896 | +9189.4% | 0.10% | +3200.0% |
| Q2 2022 | $5,000 | -16.7% | 85 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | -14.3% | 85 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $7,000 | +16.7% | 85 | 0.0% | 0.00% | +33.3% |
| Q3 2021 | $6,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | -77.8% | 85 | -78.5% | 0.00% | -81.2% |
| Q3 2020 | $27,000 | -54.2% | 395 | -56.1% | 0.02% | -56.8% |
| Q2 2020 | $59,000 | -1.7% | 900 | -7.7% | 0.04% | -15.9% |
| Q1 2020 | $60,000 | +900.0% | 975 | +1047.1% | 0.04% | +1366.7% |
| Q4 2019 | $6,000 | – | 85 | – | 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% |