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 | $574,461 | -5.2% | 8,808 | -1.9% | 0.38% | -4.3% |
| Q2 2023 | $605,791 | -11.7% | 8,975 | -11.6% | 0.39% | -7.3% |
| Q1 2023 | $686,435 | +0.7% | 10,147 | -5.4% | 0.42% | -5.3% |
| Q4 2022 | $681,686 | -0.9% | 10,721 | -11.1% | 0.45% | -8.4% |
| Q3 2022 | $688,000 | -13.7% | 12,065 | -4.2% | 0.49% | -19.8% |
| Q2 2022 | $797,000 | -17.1% | 12,590 | -5.5% | 0.61% | -8.1% |
| Q1 2022 | $961,000 | -6.2% | 13,323 | -0.2% | 0.66% | -3.9% |
| Q4 2021 | $1,024,000 | +4.4% | 13,344 | +2.5% | 0.69% | -19.5% |
| Q3 2021 | $981,000 | -0.5% | 13,022 | -0.2% | 0.86% | -15.0% |
| Q2 2021 | $986,000 | – | 13,046 | – | 1.01% | – |
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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% |