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 2021 | $173,000 | -10.4% | 2,301 | -9.7% | 0.06% | -17.3% |
| Q2 2021 | $193,000 | +5.5% | 2,549 | +1.7% | 0.08% | -15.7% |
| Q1 2021 | $183,000 | 0.0% | 2,507 | 0.0% | 0.09% | -1.1% |
| Q4 2020 | $183,000 | -11.6% | 2,507 | -17.6% | 0.09% | -26.2% |
| Q3 2020 | $207,000 | -54.8% | 3,041 | -56.2% | 0.12% | -62.1% |
| Q2 2020 | $458,000 | +6.8% | 6,939 | +0.4% | 0.32% | -14.1% |
| Q1 2020 | $429,000 | -16.7% | 6,911 | 0.0% | 0.38% | -7.6% |
| Q4 2019 | $515,000 | +2.4% | 6,911 | +0.7% | 0.41% | -14.7% |
| Q3 2019 | $503,000 | +0.8% | 6,866 | 0.0% | 0.48% | +8.7% |
| Q2 2019 | $499,000 | +1.6% | 6,866 | +0.5% | 0.44% | +18.4% |
| Q1 2019 | $491,000 | +7.9% | 6,831 | 0.0% | 0.37% | +9.1% |
| Q4 2018 | $455,000 | – | 6,831 | – | 0.34% | – |
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% |