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 | $34,174,188 | +27.6% | 523,907 | +32.0% | 0.05% | +4.2% |
| Q2 2023 | $26,778,664 | -23.7% | 396,759 | -23.5% | 0.05% | -27.3% |
| Q1 2023 | $35,096,412 | +18.6% | 518,615 | +11.5% | 0.07% | +10.0% |
| Q4 2022 | $29,583,343 | +10.1% | 465,213 | -1.3% | 0.06% | -1.6% |
| Q3 2022 | $26,876,000 | -17.2% | 471,348 | -8.0% | 0.06% | -15.3% |
| Q2 2022 | $32,443,000 | -21.3% | 512,106 | -15.4% | 0.07% | -10.0% |
| Q1 2022 | $41,206,000 | -29.7% | 605,629 | -20.7% | 0.08% | -27.9% |
| Q4 2021 | $58,631,000 | +3.5% | 763,745 | +1.5% | 0.11% | -5.9% |
| Q3 2021 | $56,674,000 | -7.2% | 752,438 | -6.9% | 0.12% | -10.6% |
| Q2 2021 | $61,042,000 | +2.8% | 808,179 | -0.6% | 0.13% | -7.7% |
| Q1 2021 | $59,389,000 | -7.6% | 813,210 | -7.2% | 0.14% | -16.9% |
| Q4 2020 | $64,251,000 | -3.0% | 875,843 | -10.1% | 0.17% | -13.1% |
| Q3 2020 | $66,230,000 | +8.7% | 974,587 | +5.7% | 0.20% | -3.4% |
| Q2 2020 | $60,942,000 | -18.5% | 922,213 | -25.5% | 0.20% | -33.0% |
| Q1 2020 | $74,781,000 | – | 1,237,677 | – | 0.31% | – |
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% |