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 | $302,179 | -6.6% | 4,633 | -3.3% | 0.03% | 0.0% |
| Q2 2023 | $323,543 | +0.6% | 4,793 | +0.9% | 0.03% | -3.1% |
| Q1 2023 | $321,488 | +2.4% | 4,752 | -3.7% | 0.03% | 0.0% |
| Q4 2022 | $313,934 | +10.5% | 4,937 | -1.1% | 0.03% | +6.7% |
| Q3 2022 | $284,000 | -9.3% | 4,990 | +1.1% | 0.03% | -6.2% |
| Q2 2022 | $313,000 | -17.4% | 4,937 | -6.1% | 0.03% | -5.9% |
| Q1 2022 | $379,000 | -15.0% | 5,257 | -9.5% | 0.03% | -12.8% |
| Q4 2021 | $446,000 | +1.8% | 5,807 | 0.0% | 0.04% | -7.1% |
| Q3 2021 | $438,000 | -4.8% | 5,807 | -4.7% | 0.04% | -4.5% |
| Q2 2021 | $460,000 | +5.3% | 6,093 | +1.8% | 0.04% | 0.0% |
| Q1 2021 | $437,000 | +11.5% | 5,984 | +12.1% | 0.04% | +7.3% |
| Q4 2020 | $392,000 | – | 5,337 | – | 0.04% | – |
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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% |