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 | $88,699 | -9.9% | 1,360 | -6.8% | 0.01% | -12.5% |
| Q2 2023 | $98,483 | -50.0% | 1,459 | -49.9% | 0.02% | -51.5% |
| Q1 2023 | $197,132 | -96.9% | 2,914 | -97.1% | 0.03% | -97.2% |
| Q4 2022 | $6,455,213 | +17.3% | 101,521 | +5.2% | 1.16% | +7.6% |
| Q3 2022 | $5,503,000 | +101.4% | 96,519 | +123.6% | 1.08% | +97.1% |
| Q2 2022 | $2,733,000 | -31.4% | 43,175 | -19.2% | 0.55% | -14.2% |
| Q4 2019 | $3,983,000 | – | 53,432 | – | 0.64% | – |
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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% |