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 | $254 | -3.4% | 3,894 | 0.0% | 0.17% | -1.2% |
| Q2 2023 | $263 | 0.0% | 3,894 | 0.0% | 0.17% | -6.0% |
| Q1 2023 | $263 | +6.0% | 3,894 | 0.0% | 0.18% | -3.7% |
| Q4 2022 | $248 | -100.0% | 3,894 | -56.5% | 0.19% | -53.9% |
| Q3 2022 | $510,000 | -10.1% | 8,952 | 0.0% | 0.41% | -21.5% |
| Q2 2022 | $567,000 | -34.3% | 8,952 | -25.1% | 0.52% | -25.3% |
| Q1 2022 | $863,000 | -13.5% | 11,957 | -8.0% | 0.70% | -16.1% |
| Q4 2021 | $998,000 | – | 13,000 | – | 0.83% | – |
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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% |