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 | $26,284 | +73.1% | 403 | +79.1% | 0.00% | – |
| Q2 2023 | $15,188 | -52.3% | 225 | -52.2% | 0.00% | -100.0% |
| Q1 2023 | $31,863 | +173.8% | 471 | +157.4% | 0.00% | 0.0% |
| Q4 2022 | $11,636 | -64.7% | 183 | -68.2% | 0.00% | -50.0% |
| Q3 2022 | $33,000 | -56.0% | 576 | -51.2% | 0.00% | -33.3% |
| Q2 2022 | $75,000 | +11.9% | 1,181 | +28.0% | 0.00% | 0.0% |
| Q1 2022 | $67,000 | -40.7% | 923 | -37.1% | 0.00% | -25.0% |
| Q4 2021 | $113,000 | -42.1% | 1,468 | -43.4% | 0.00% | -50.0% |
| Q3 2021 | $195,000 | +25.8% | 2,594 | +26.6% | 0.01% | +14.3% |
| Q2 2021 | $155,000 | -1.3% | 2,049 | -4.7% | 0.01% | 0.0% |
| Q1 2021 | $157,000 | +1.9% | 2,150 | +2.6% | 0.01% | -12.5% |
| Q4 2020 | $154,000 | +9.2% | 2,095 | +1.5% | 0.01% | -11.1% |
| Q3 2020 | $141,000 | +3.7% | 2,064 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $136,000 | -29.2% | 2,064 | -33.5% | 0.01% | -43.8% |
| Q1 2020 | $192,000 | -64.6% | 3,103 | -57.4% | 0.02% | -61.0% |
| Q4 2019 | $543,000 | +1.9% | 7,279 | +0.1% | 0.04% | -10.9% |
| Q3 2019 | $533,000 | 0.0% | 7,269 | -0.9% | 0.05% | -11.5% |
| Q2 2019 | $533,000 | +2.9% | 7,338 | +2.0% | 0.05% | -10.3% |
| Q1 2019 | $518,000 | +7.7% | 7,197 | -0.5% | 0.06% | -13.4% |
| Q4 2018 | $481,000 | +27.2% | 7,230 | +39.4% | 0.07% | +42.6% |
| Q3 2018 | $378,000 | +0.5% | 5,185 | -2.0% | 0.05% | -13.0% |
| Q2 2018 | $376,000 | -2.3% | 5,289 | +1.3% | 0.05% | -10.0% |
| Q1 2018 | $385,000 | +1.0% | 5,221 | 0.0% | 0.06% | -3.2% |
| Q4 2017 | $381,000 | +2.7% | 5,221 | +0.4% | 0.06% | -3.1% |
| Q3 2017 | $371,000 | -4.1% | 5,202 | -5.3% | 0.06% | -12.3% |
| Q2 2017 | $387,000 | +64.0% | 5,494 | +58.1% | 0.07% | +217.4% |
| Q1 2017 | $236,000 | +661.3% | 3,474 | +593.4% | 0.02% | +228.6% |
| Q4 2016 | $31,000 | – | 501 | – | 0.01% | – |
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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% |