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 | $3,964,724 | +75275.0% | 60,790 | -22.0% | 3.10% | -19.7% |
| Q2 2023 | $5,260 | -6.8% | 77,920 | -6.6% | 3.86% | -9.1% |
| Q1 2023 | $5,643 | +3.4% | 83,420 | -2.8% | 4.25% | +3.8% |
| Q4 2022 | $5,457 | -99.9% | 85,820 | -9.5% | 4.09% | -2.4% |
| Q3 2022 | $5,407,000 | -5.2% | 94,845 | +5.3% | 4.19% | +6.3% |
| Q2 2022 | $5,703,000 | -14.3% | 90,085 | -2.3% | 3.94% | +2.4% |
| Q1 2022 | $6,655,000 | -6.3% | 92,250 | -0.3% | 3.85% | -4.9% |
| Q4 2021 | $7,102,000 | +2.7% | 92,515 | +0.8% | 4.04% | -4.4% |
| Q3 2021 | $6,914,000 | -5.7% | 91,765 | -5.4% | 4.23% | -4.1% |
| Q2 2021 | $7,330,000 | +3.4% | 97,030 | -0.0% | 4.41% | -4.0% |
| Q1 2021 | $7,086,000 | -12.9% | 97,075 | -12.4% | 4.60% | -14.2% |
| Q4 2020 | $8,135,000 | – | 110,815 | – | 5.36% | – |
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% |