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 | $37,958 | -24.4% | 582 | -21.8% | 0.02% | -28.0% |
| Q2 2023 | $50,220 | -2.3% | 744 | -2.1% | 0.02% | -3.8% |
| Q1 2023 | $51,414 | +2.6% | 760 | -3.6% | 0.03% | -10.3% |
| Q4 2022 | $50,105 | -3.6% | 788 | -13.1% | 0.03% | -6.5% |
| Q3 2022 | $52,000 | -35.0% | 907 | -28.3% | 0.03% | -39.2% |
| Q2 2022 | $80,000 | -12.1% | 1,265 | +0.8% | 0.05% | -7.3% |
| Q1 2022 | $91,000 | -18.8% | 1,255 | -13.9% | 0.06% | -25.7% |
| Q4 2021 | $112,000 | +0.9% | 1,457 | -1.2% | 0.07% | -11.9% |
| Q3 2021 | $111,000 | -6.7% | 1,474 | -6.3% | 0.08% | -16.0% |
| Q2 2021 | $119,000 | +2.6% | 1,573 | -1.1% | 0.10% | -21.9% |
| Q1 2021 | $116,000 | -17.1% | 1,590 | -16.8% | 0.13% | -21.5% |
| Q4 2020 | $140,000 | -2.8% | 1,910 | -9.9% | 0.16% | -2.4% |
| Q3 2020 | $144,000 | -35.7% | 2,120 | -37.5% | 0.17% | -32.4% |
| Q2 2020 | $224,000 | -41.8% | 3,394 | -45.3% | 0.25% | -47.4% |
| Q1 2020 | $385,000 | -75.8% | 6,209 | -71.0% | 0.47% | -66.9% |
| Q4 2019 | $1,594,000 | – | 21,389 | – | 1.42% | – |
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% |