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 | $8,479 | -53.8% | 130 | -50.0% | 0.00% | – |
| Q2 2023 | $18,338 | +74.3% | 260 | +81.8% | 0.00% | – |
| Q1 2023 | $10,519 | +268.4% | 143 | -99.6% | 0.00% | -100.0% |
| Q4 2022 | $2,855 | -99.9% | 38,763 | -39.8% | 0.08% | -38.7% |
| Q3 2022 | $4,742,000 | +4.2% | 64,410 | +4.2% | 0.12% | -13.3% |
| Q2 2022 | $4,552,000 | -47.9% | 61,820 | -47.9% | 0.14% | +31.2% |
| Q1 2022 | $8,740,000 | +102.1% | 118,676 | +111.1% | 0.11% | +29.8% |
| Q4 2021 | $4,324,000 | +7.8% | 56,229 | +5.8% | 0.08% | +5.0% |
| Q3 2021 | $4,010,000 | -1.2% | 53,125 | -1.1% | 0.08% | -4.8% |
| Q2 2021 | $4,057,000 | +2.3% | 53,710 | -1.1% | 0.08% | +9.1% |
| Q1 2021 | $3,966,000 | -0.7% | 54,283 | -0.1% | 0.08% | -52.5% |
| Q4 2020 | $3,994,000 | +5.1% | 54,355 | -2.5% | 0.16% | -28.6% |
| Q3 2020 | $3,799,000 | -2.9% | 55,771 | -5.7% | 0.23% | -26.8% |
| Q2 2020 | $3,911,000 | -11.7% | 59,154 | -16.0% | 0.31% | -30.6% |
| Q1 2020 | $4,429,000 | -36.5% | 70,419 | -24.6% | 0.45% | -14.9% |
| Q4 2019 | $6,980,000 | +0.1% | 93,435 | -1.8% | 0.52% | +12.4% |
| Q3 2019 | $6,972,000 | +868.3% | 95,145 | +853.0% | 0.47% | +376.5% |
| Q1 2019 | $720,000 | -89.2% | 9,984 | -90.1% | 0.10% | -76.0% |
| Q4 2018 | $6,686,000 | +0.8% | 100,411 | +10.2% | 0.41% | +51.1% |
| Q3 2018 | $6,634,000 | +5.0% | 91,119 | +2.6% | 0.27% | +1.5% |
| Q2 2018 | $6,320,000 | +5.5% | 88,835 | +8.2% | 0.27% | -1.8% |
| Q1 2018 | $5,989,000 | 0.0% | 82,065 | 0.0% | 0.27% | 0.0% |
| Q4 2017 | $5,989,000 | +11.0% | 82,065 | +8.1% | 0.27% | +26.6% |
| Q3 2017 | $5,397,000 | -1.0% | 75,945 | -3.5% | 0.21% | -7.4% |
| Q2 2017 | $5,452,000 | +11.7% | 78,734 | +6.5% | 0.23% | +8.5% |
| Q1 2017 | $4,880,000 | +24.0% | 73,944 | +15.0% | 0.21% | +12.1% |
| Q4 2016 | $3,935,000 | -12.9% | 64,279 | -3.8% | 0.19% | -19.1% |
| Q3 2016 | $4,518,000 | +19.3% | 66,794 | +17.1% | 0.24% | +11.4% |
| Q2 2016 | $3,788,000 | +426.1% | 57,053 | +471.4% | 0.21% | +115.3% |
| Q1 2016 | $720,000 | -76.1% | 9,984 | -78.5% | 0.10% | -51.5% |
| Q4 2015 | $3,014,000 | – | 46,458 | – | 0.20% | – |
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% |