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 | $318,298 | -11.5% | 4,880 | -8.4% | 0.00% | – |
| Q2 2023 | $359,671 | +9.0% | 5,328 | +9.3% | 0.00% | -100.0% |
| Q1 2023 | $329,894 | -60.6% | 4,876 | -66.8% | 0.01% | -36.4% |
| Q3 2022 | $837,000 | -7.0% | 14,672 | +3.1% | 0.01% | 0.0% |
| Q2 2022 | $900,000 | -6.2% | 14,227 | +6.9% | 0.01% | +10.0% |
| Q1 2022 | $960,000 | -6.1% | 13,312 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $1,022,000 | +50.7% | 13,312 | +33.7% | 0.01% | -23.1% |
| Q3 2020 | $678,000 | +3.7% | 9,957 | +0.6% | 0.01% | -7.1% |
| Q2 2020 | $654,000 | – | 9,897 | – | 0.01% | – |
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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% |