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 | $7,201 | -3.4% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,453 | -0.2% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,469 | +6.4% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,020 | +17.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | -83.3% | 110 | -80.8% | 0.00% | -86.4% |
| Q2 2022 | $36,000 | -12.2% | 573 | 0.0% | 0.02% | -4.3% |
| Q1 2022 | $41,000 | -65.8% | 573 | -63.3% | 0.02% | -68.1% |
| Q4 2021 | $120,000 | -39.7% | 1,562 | -40.7% | 0.07% | -45.5% |
| Q3 2021 | $199,000 | -13.5% | 2,636 | -13.3% | 0.13% | -13.7% |
| Q2 2021 | $230,000 | +32.2% | 3,040 | +27.3% | 0.15% | 0.0% |
| Q1 2021 | $174,000 | -15.9% | 2,388 | -15.2% | 0.15% | -17.3% |
| Q4 2020 | $207,000 | -55.5% | 2,817 | -58.8% | 0.18% | -57.5% |
| Q3 2020 | $465,000 | -94.1% | 6,831 | -94.2% | 0.44% | -93.7% |
| Q2 2020 | $7,819,000 | -33.4% | 118,368 | -37.4% | 6.89% | -22.9% |
| Q1 2020 | $11,735,000 | -15.8% | 189,125 | +1.1% | 8.94% | +11.6% |
| Q4 2019 | $13,941,000 | – | 187,026 | – | 8.01% | – |
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% |