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 | $960,814 | +105.2% | 14,731 | +112.4% | 0.14% | +100.0% |
| Q2 2023 | $468,173 | +20.9% | 6,935 | +21.1% | 0.07% | +10.8% |
| Q1 2023 | $387,366 | +14.1% | 5,726 | +7.3% | 0.06% | +6.6% |
| Q4 2022 | $339,355 | +4.7% | 5,337 | -6.0% | 0.06% | -6.2% |
| Q3 2022 | $324,000 | -8.5% | 5,678 | +1.4% | 0.06% | -3.0% |
| Q2 2022 | $354,000 | -9.2% | 5,597 | +10.2% | 0.07% | +9.8% |
| Q4 2021 | $390,000 | +34.9% | 5,077 | +32.5% | 0.06% | +22.0% |
| Q3 2021 | $289,000 | – | 3,832 | – | 0.05% | – |
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% |