ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,932,560 | -1.9% | 106,295 | +1.5% | 0.01% | 0.0% |
| Q2 2023 | $7,066,642 | +37.6% | 104,691 | +38.0% | 0.01% | +22.2% |
| Q1 2023 | $5,133,823 | -28.8% | 75,888 | -33.1% | 0.01% | -30.8% |
| Q4 2022 | $7,214,354 | +17.9% | 113,460 | +5.7% | 0.01% | 0.0% |
| Q3 2022 | $6,120,000 | -4.5% | 107,342 | +6.1% | 0.01% | +8.3% |
| Q2 2022 | $6,408,000 | -21.5% | 101,204 | -10.5% | 0.01% | -14.3% |
| Q1 2022 | $8,159,000 | -7.6% | 113,103 | -1.7% | 0.01% | 0.0% |
| Q4 2021 | $8,831,000 | +850.6% | 115,025 | +833.8% | 0.01% | +600.0% |
| Q3 2021 | $929,000 | -10.5% | 12,318 | -10.3% | 0.00% | 0.0% |
| Q2 2021 | $1,038,000 | +39.1% | 13,730 | +34.3% | 0.00% | 0.0% |
| Q1 2021 | $746,000 | -33.8% | 10,221 | -33.4% | 0.00% | 0.0% |
| Q4 2020 | $1,127,000 | -48.4% | 15,341 | -52.1% | 0.00% | -60.0% |
| Q3 2020 | $2,182,000 | -6.8% | 32,022 | -9.6% | 0.01% | -16.7% |
| Q2 2020 | $2,340,000 | +18.0% | 35,426 | +10.8% | 0.01% | 0.0% |
| Q1 2020 | $1,983,000 | -43.6% | 31,960 | -32.3% | 0.01% | -33.3% |
| Q4 2019 | $3,517,000 | +4.4% | 47,195 | +2.6% | 0.01% | 0.0% |
| Q3 2019 | $3,369,000 | +5.5% | 45,986 | +4.6% | 0.01% | 0.0% |
| Q2 2019 | $3,193,000 | -4.0% | 43,952 | -4.8% | 0.01% | -10.0% |
| Q1 2019 | $3,325,000 | +19.4% | 46,166 | +10.6% | 0.01% | +11.1% |
| Q4 2018 | $2,784,000 | -29.6% | 41,751 | -23.1% | 0.01% | -18.2% |
| Q3 2018 | $3,952,000 | +2.0% | 54,278 | -0.4% | 0.01% | -8.3% |
| Q2 2018 | $3,876,000 | -3.7% | 54,497 | -0.2% | 0.01% | 0.0% |
| Q1 2018 | $4,023,000 | -18.3% | 54,590 | -19.1% | 0.01% | -20.0% |
| Q4 2017 | $4,924,000 | +13.8% | 67,474 | +10.9% | 0.02% | +7.1% |
| Q3 2017 | $4,326,000 | +28.0% | 60,865 | +24.7% | 0.01% | +27.3% |
| Q2 2017 | $3,380,000 | +42.4% | 48,809 | +35.7% | 0.01% | +37.5% |
| Q1 2017 | $2,374,000 | +35.0% | 35,973 | +25.4% | 0.01% | +33.3% |
| Q4 2016 | $1,758,000 | +96.0% | 28,693 | +116.4% | 0.01% | +100.0% |
| Q3 2016 | $897,000 | +323.1% | 13,259 | +316.3% | 0.00% | +200.0% |
| Q2 2016 | $212,000 | +26.2% | 3,185 | +25.9% | 0.00% | 0.0% |
| Q1 2016 | $168,000 | +184.7% | 2,530 | +178.9% | 0.00% | – |
| Q4 2015 | $59,000 | – | 907 | – | 0.00% | – |
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% |