ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 530 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $369,471 | -3.4% | 5,665 | 0.0% | 0.13% | 0.0% |
| Q2 2023 | $382,388 | -0.2% | 5,665 | 0.0% | 0.13% | -7.1% |
| Q1 2023 | $383,237 | +142898.9% | 5,665 | +34.4% | 0.14% | +36.9% |
| Q4 2022 | $268 | -99.9% | 4,215 | 0.0% | 0.10% | -1.0% |
| Q3 2022 | $240,000 | -21.1% | 4,215 | -12.2% | 0.10% | -16.8% |
| Q2 2022 | $304,000 | -13.9% | 4,800 | -2.0% | 0.12% | +2.5% |
| Q1 2022 | $353,000 | -47.1% | 4,899 | -43.6% | 0.12% | -48.3% |
| Q4 2021 | $667,000 | -5.3% | 8,692 | -7.0% | 0.24% | -16.0% |
| Q3 2021 | $704,000 | +3.2% | 9,344 | +3.5% | 0.28% | -9.6% |
| Q2 2021 | $682,000 | +3.5% | 9,029 | 0.0% | 0.31% | -2.5% |
| Q1 2021 | $659,000 | -0.6% | 9,029 | 0.0% | 0.32% | -21.8% |
| Q4 2020 | $663,000 | +32.9% | 9,029 | +23.4% | 0.41% | +15.9% |
| Q3 2020 | $499,000 | +57.4% | 7,319 | +52.7% | 0.35% | +49.2% |
| Q2 2020 | $317,000 | +11.2% | 4,793 | +4.4% | 0.24% | -2.9% |
| Q1 2020 | $285,000 | -17.4% | 4,593 | -0.8% | 0.24% | +1.7% |
| Q4 2019 | $345,000 | +762.5% | 4,632 | +739.1% | 0.24% | +939.1% |
| Q3 2019 | $40,000 | 0.0% | 552 | 0.0% | 0.02% | +4.5% |
| Q2 2019 | $40,000 | 0.0% | 552 | 0.0% | 0.02% | -4.3% |
| Q1 2019 | $40,000 | +8.1% | 552 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $37,000 | – | 552 | – | 0.02% | – |
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% |