ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $16,698 | +7.6% | 241,343 | +1.5% | 0.90% | +7.3% |
| Q3 2023 | $15,513 | -10.3% | 237,850 | -7.2% | 0.84% | -8.3% |
| Q2 2023 | $17,302 | +1.3% | 256,331 | +1.4% | 0.92% | -2.7% |
| Q1 2023 | $17,079 | +10.7% | 252,729 | +4.2% | 0.94% | +3.2% |
| Q4 2022 | $15,428 | -99.9% | 242,637 | +10.2% | 0.91% | +7.9% |
| Q3 2022 | $12,556,000 | -6.6% | 220,243 | +3.8% | 0.85% | -6.4% |
| Q2 2022 | $13,438,000 | -10.7% | 212,264 | +1.8% | 0.90% | -4.4% |
| Q1 2022 | $15,040,000 | -3.0% | 208,482 | +3.2% | 0.95% | -4.1% |
| Q4 2021 | $15,504,000 | +9.9% | 201,958 | +7.4% | 0.99% | +6.2% |
| Q3 2021 | $14,107,000 | +2.3% | 188,006 | +3.0% | 0.93% | +1.2% |
| Q2 2021 | $13,795,000 | +5.8% | 182,617 | +2.2% | 0.92% | -2.0% |
| Q1 2021 | $13,043,000 | +1.3% | 178,690 | +1.9% | 0.94% | -6.3% |
| Q4 2020 | $12,876,000 | -31.7% | 175,396 | -36.6% | 1.00% | -37.8% |
| Q3 2020 | $18,842,000 | +1.0% | 276,562 | -2.1% | 1.61% | -31.1% |
| Q2 2020 | $18,655,000 | +880.8% | 282,395 | +821.3% | 2.33% | +452.4% |
| Q1 2020 | $1,902,000 | -3.7% | 30,652 | +13.7% | 0.42% | +3.4% |
| Q4 2019 | $1,976,000 | 0.0% | 26,967 | 0.0% | 0.41% | 0.0% |
| Q3 2019 | $1,976,000 | -2.2% | 26,967 | -3.0% | 0.41% | -1.2% |
| Q2 2019 | $2,020,000 | -13.7% | 27,810 | -14.5% | 0.41% | +3.2% |
| Q1 2019 | $2,342,000 | -39.6% | 32,524 | -44.1% | 0.40% | -34.2% |
| Q4 2018 | $3,880,000 | +85.7% | 58,206 | +102.9% | 0.61% | -26.6% |
| Q3 2018 | $2,089,000 | +0.5% | 28,687 | -1.9% | 0.83% | -5.2% |
| Q2 2018 | $2,079,000 | -3.6% | 29,230 | -0.1% | 0.87% | -4.8% |
| Q1 2018 | $2,157,000 | +4.7% | 29,272 | +3.7% | 0.92% | -3.9% |
| Q4 2017 | $2,061,000 | +6.0% | 28,237 | +3.2% | 0.95% | -3.6% |
| Q3 2017 | $1,944,000 | +10.8% | 27,356 | +7.9% | 0.99% | +3.3% |
| Q2 2017 | $1,755,000 | +0.6% | 25,343 | -4.2% | 0.96% | -7.4% |
| Q1 2017 | $1,745,000 | +71.8% | 26,441 | +59.3% | 1.04% | +45.2% |
| Q4 2016 | $1,016,000 | – | 16,599 | – | 0.71% | – |
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% |