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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,376,606 | +0.3% | 50,024 | +0.6% | 0.39% | -6.3% |
| Q1 2023 | $3,365,289 | +4.7% | 49,746 | -1.6% | 0.41% | +3.5% |
| Q4 2022 | $3,212,983 | +11.6% | 50,531 | +0.1% | 0.40% | +4.5% |
| Q3 2022 | $2,878,000 | -20.9% | 50,481 | -12.1% | 0.38% | -14.7% |
| Q2 2022 | $3,637,000 | -20.3% | 57,450 | -9.2% | 0.45% | -8.0% |
| Q1 2022 | $4,563,000 | -7.5% | 63,256 | -1.6% | 0.49% | -6.7% |
| Q4 2021 | $4,935,000 | -7.0% | 64,284 | -8.7% | 0.52% | -10.6% |
| Q3 2021 | $5,305,000 | -1.8% | 70,412 | -1.5% | 0.58% | -2.3% |
| Q2 2021 | $5,401,000 | +7.9% | 71,496 | +4.3% | 0.60% | +1.4% |
| Q1 2021 | $5,004,000 | -5.6% | 68,563 | -5.1% | 0.59% | -20.9% |
| Q4 2020 | $5,302,000 | +3.4% | 72,219 | -4.0% | 0.75% | -10.7% |
| Q3 2020 | $5,128,000 | -19.9% | 75,262 | -22.3% | 0.84% | -25.8% |
| Q2 2020 | $6,400,000 | -25.7% | 96,884 | -30.2% | 1.12% | -35.3% |
| Q1 2020 | $8,611,000 | -14.3% | 138,774 | +2.9% | 1.74% | -32.9% |
| Q4 2019 | $10,051,000 | +2.8% | 134,839 | +1.1% | 2.59% | +3.6% |
| Q3 2019 | $9,777,000 | -2.3% | 133,423 | -3.1% | 2.50% | -8.1% |
| Q2 2019 | $10,006,000 | -4.2% | 137,753 | -5.0% | 2.72% | -10.2% |
| Q1 2019 | $10,443,000 | +8.8% | 145,048 | +0.8% | 3.03% | -8.1% |
| Q4 2018 | $9,597,000 | -1.0% | 143,966 | +8.2% | 3.30% | +5.5% |
| Q3 2018 | $9,691,000 | +7.1% | 133,102 | +4.7% | 3.13% | +1.7% |
| Q2 2018 | $9,046,000 | +4.0% | 127,151 | +7.7% | 3.08% | -5.7% |
| Q1 2018 | $8,700,000 | +6159.0% | 118,067 | +6114.1% | 3.27% | +5167.7% |
| Q4 2017 | $139,000 | +12.1% | 1,900 | +9.0% | 0.06% | +1.6% |
| Q3 2017 | $124,000 | -98.4% | 1,743 | -98.4% | 0.06% | -98.2% |
| Q2 2017 | $7,574,000 | – | 109,381 | – | 3.31% | – |
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% |