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 | $584,237 | +4.0% | 8,958 | +7.6% | 0.11% | +8.1% |
| Q2 2023 | $561,731 | +2.3% | 8,322 | +2.6% | 0.10% | -16.8% |
| Q1 2023 | $548,980 | +1.2% | 8,115 | -4.9% | 0.12% | +1.7% |
| Q4 2022 | $542,380 | +43.9% | 8,530 | +28.9% | 0.12% | +11.4% |
| Q3 2022 | $377,000 | +0.5% | 6,619 | +11.8% | 0.10% | +2.9% |
| Q2 2022 | $375,000 | -12.8% | 5,920 | -0.7% | 0.10% | -8.1% |
| Q1 2022 | $430,000 | +12.0% | 5,960 | +19.0% | 0.11% | -43.9% |
| Q4 2021 | $384,000 | +4.9% | 5,007 | +3.2% | 0.20% | -4.3% |
| Q3 2021 | $366,000 | -2.4% | 4,853 | 0.0% | 0.21% | -6.3% |
| Q2 2021 | $375,000 | +9.0% | 4,853 | +2.9% | 0.22% | -0.9% |
| Q1 2021 | $344,000 | +2.4% | 4,716 | +3.2% | 0.22% | -5.5% |
| Q4 2020 | $336,000 | – | 4,571 | – | 0.24% | – |
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% |