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 | $34,567 | -3.4% | 530 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $35,775 | -0.2% | 530 | 0.0% | 0.02% | -5.9% |
| Q1 2023 | $35,855 | -55.8% | 530 | -58.5% | 0.02% | -56.4% |
| Q4 2022 | $81,198 | -29.4% | 1,277 | -36.7% | 0.04% | -36.1% |
| Q3 2022 | $115,000 | -34.3% | 2,017 | -26.8% | 0.06% | -31.5% |
| Q2 2022 | $175,000 | -75.0% | 2,757 | -71.4% | 0.09% | -72.3% |
| Q1 2022 | $699,000 | -67.8% | 9,644 | -65.9% | 0.32% | -68.3% |
| Q4 2021 | $2,172,000 | +1.3% | 28,290 | -0.7% | 1.01% | -9.8% |
| Q3 2021 | $2,145,000 | -9.5% | 28,476 | -9.1% | 1.12% | -9.9% |
| Q2 2021 | $2,369,000 | -11.2% | 31,329 | -14.2% | 1.25% | -20.3% |
| Q1 2021 | $2,667,000 | -80.1% | 36,501 | -80.0% | 1.56% | -80.3% |
| Q4 2020 | $13,380,000 | +7.2% | 182,215 | -0.5% | 7.94% | -10.0% |
| Q3 2020 | $12,482,000 | +4.0% | 183,170 | +0.8% | 8.83% | -1.1% |
| Q2 2020 | $12,002,000 | +0.8% | 181,674 | -5.2% | 8.93% | -18.1% |
| Q1 2020 | $11,902,000 | -19.3% | 191,713 | -3.1% | 10.91% | -14.0% |
| Q4 2019 | $14,749,000 | – | 197,893 | – | 12.68% | – |
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% |