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 | $230,232 | -1.9% | 3,530 | +1.5% | 0.06% | +3.5% |
| Q2 2023 | $234,770 | -78.9% | 3,478 | -78.9% | 0.06% | -80.1% |
| Q1 2023 | $1,113,799 | -25.0% | 16,464 | -29.5% | 0.29% | -29.0% |
| Q4 2022 | $1,484,529 | -10.3% | 23,347 | -19.6% | 0.40% | -12.0% |
| Q3 2022 | $1,655,000 | -12.9% | 29,030 | -3.3% | 0.46% | -10.0% |
| Q2 2022 | $1,901,000 | -17.3% | 30,034 | -5.8% | 0.51% | -5.9% |
| Q1 2022 | $2,298,000 | -20.1% | 31,867 | -15.0% | 0.54% | -17.9% |
| Q4 2021 | $2,877,000 | -4.3% | 37,487 | -6.0% | 0.66% | -13.0% |
| Q3 2021 | $3,005,000 | -1.8% | 39,892 | -1.6% | 0.76% | -2.8% |
| Q2 2021 | $3,061,000 | -52.0% | 40,529 | -53.6% | 0.78% | -56.0% |
| Q1 2021 | $6,379,000 | -8.3% | 87,399 | -7.7% | 1.78% | -15.9% |
| Q4 2020 | $6,953,000 | +8.8% | 94,712 | +1.0% | 2.11% | -5.9% |
| Q3 2020 | $6,388,000 | +3.6% | 93,762 | +0.7% | 2.24% | -3.0% |
| Q2 2020 | $6,164,000 | +2.2% | 93,102 | -7.8% | 2.31% | -19.2% |
| Q1 2020 | $6,031,000 | -31.9% | 100,961 | -14.6% | 2.86% | -3.1% |
| Q4 2019 | $8,851,000 | +12.3% | 118,261 | +9.3% | 2.96% | +3.4% |
| Q3 2019 | $7,881,000 | -3.0% | 108,168 | -3.3% | 2.86% | -5.9% |
| Q2 2019 | $8,128,000 | -38.9% | 111,853 | -39.2% | 3.04% | -43.6% |
| Q1 2019 | $13,306,000 | +5.4% | 183,922 | -3.8% | 5.39% | -6.4% |
| Q4 2018 | $12,624,000 | – | 191,111 | – | 5.76% | – |
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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% |