ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,967,823 | -0.8% | 60,837 | +2.7% | 0.04% | -2.2% |
| Q2 2023 | $3,999,894 | +4.8% | 59,258 | +8.6% | 0.04% | -6.2% |
| Q1 2023 | $3,817,525 | +4.3% | 54,567 | -9.1% | 0.05% | -51.5% |
| Q4 2022 | $3,658,496 | +57.7% | 60,049 | +47.6% | 0.10% | +160.5% |
| Q3 2022 | $2,320,000 | -12.9% | 40,695 | -3.2% | 0.04% | -13.6% |
| Q2 2022 | $2,663,000 | -32.2% | 42,049 | -22.8% | 0.04% | -30.2% |
| Q1 2022 | $3,930,000 | -26.2% | 54,474 | -21.5% | 0.06% | -21.2% |
| Q4 2021 | $5,324,000 | +497.5% | 69,353 | +486.1% | 0.08% | +263.6% |
| Q3 2021 | $891,000 | +1.4% | 11,832 | +1.7% | 0.02% | -4.3% |
| Q2 2021 | $879,000 | -82.3% | 11,629 | -82.9% | 0.02% | -84.5% |
| Q1 2021 | $4,978,000 | +25.7% | 68,190 | +26.5% | 0.15% | +13.8% |
| Q4 2020 | $3,959,000 | +14.1% | 53,920 | +5.9% | 0.13% | +7.4% |
| Q3 2020 | $3,469,000 | +72.9% | 50,931 | +67.7% | 0.12% | +55.1% |
| Q2 2020 | $2,006,000 | -74.7% | 30,371 | -76.2% | 0.08% | -79.5% |
| Q1 2020 | $7,919,000 | +281.1% | 127,631 | +357.8% | 0.38% | +359.0% |
| Q4 2019 | $2,078,000 | +63.1% | 27,880 | +60.4% | 0.08% | +45.6% |
| Q3 2019 | $1,274,000 | +48.7% | 17,386 | +47.3% | 0.06% | +9.6% |
| Q2 2019 | $857,000 | +54.4% | 11,800 | +53.1% | 0.05% | +44.4% |
| Q1 2019 | $555,000 | -25.3% | 7,709 | -30.8% | 0.04% | -25.0% |
| Q4 2018 | $743,000 | -97.7% | 11,144 | +2266.0% | 0.05% | +700.0% |
| Q2 2017 | $32,271,000 | – | 471 | – | 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% |