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 | $1,732,345 | -17.3% | 26,668 | -15.1% | 0.20% | -13.3% |
| Q2 2023 | $2,095,638 | -9.2% | 31,395 | -6.9% | 0.23% | -16.8% |
| Q1 2023 | $2,306,711 | -79.2% | 33,729 | -80.2% | 0.28% | -80.1% |
| Q4 2022 | $11,074,917 | +12.8% | 170,436 | +0.3% | 1.41% | -1.5% |
| Q3 2022 | $9,818,000 | -5.6% | 169,923 | +3.2% | 1.43% | -7.5% |
| Q2 2022 | $10,399,000 | -11.6% | 164,669 | +0.8% | 1.55% | -3.9% |
| Q1 2022 | $11,764,000 | +4.9% | 163,391 | +10.5% | 1.61% | +5.5% |
| Q4 2021 | $11,218,000 | +3.7% | 147,921 | +3.0% | 1.53% | -11.8% |
| Q3 2021 | $10,819,000 | +1.1% | 143,597 | +1.4% | 1.73% | -3.1% |
| Q2 2021 | $10,700,000 | +1.9% | 141,650 | +0.2% | 1.79% | -8.5% |
| Q1 2021 | $10,500,000 | +3.4% | 141,317 | +2.1% | 1.95% | -15.6% |
| Q4 2020 | $10,156,000 | +9.1% | 138,345 | +1.3% | 2.32% | -8.3% |
| Q3 2020 | $9,309,000 | +61.8% | 136,631 | +56.8% | 2.52% | +32.2% |
| Q2 2020 | $5,755,000 | +64.5% | 87,111 | +56.5% | 1.91% | +24.4% |
| Q1 2020 | $3,498,000 | -17.1% | 55,654 | -1.8% | 1.54% | -15.9% |
| Q4 2019 | $4,217,000 | +1.4% | 56,648 | -0.5% | 1.83% | -21.1% |
| Q3 2019 | $4,158,000 | +5.2% | 56,947 | +4.9% | 2.31% | -20.3% |
| Q2 2019 | $3,953,000 | -4.7% | 54,273 | -5.8% | 2.90% | -10.2% |
| Q1 2019 | $4,150,000 | +12.0% | 57,639 | +3.7% | 3.23% | -7.4% |
| Q4 2018 | $3,705,000 | – | 55,577 | – | 3.49% | – |
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% |