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 | $471,039 | -20.0% | 7,266 | -16.5% | 0.05% | -20.0% |
| Q2 2023 | $588,468 | -30.3% | 8,700 | -30.3% | 0.06% | -27.8% |
| Q1 2023 | $844,441 | +0.9% | 12,483 | -5.2% | 0.09% | -8.2% |
| Q4 2022 | $836,842 | -34.2% | 13,161 | -39.4% | 0.10% | -36.8% |
| Q3 2022 | $1,271,000 | -10.9% | 21,718 | -0.1% | 0.16% | -9.4% |
| Q2 2022 | $1,427,000 | -10.5% | 21,734 | -1.6% | 0.17% | -7.6% |
| Q1 2022 | $1,594,000 | -14.8% | 22,089 | -13.2% | 0.18% | -22.3% |
| Q4 2021 | $1,870,000 | – | 25,443 | – | 0.24% | – |
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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% |