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 | $6,321,095 | -10.1% | 96,920 | -6.9% | 0.01% | -16.7% |
| Q2 2023 | $7,028,315 | -3.4% | 104,123 | -3.2% | 0.01% | 0.0% |
| Q1 2023 | $7,274,887 | +0.9% | 107,537 | -5.2% | 0.01% | -14.3% |
| Q4 2022 | $7,211,981 | -25.4% | 113,423 | -33.1% | 0.01% | -30.0% |
| Q3 2022 | $9,667,000 | -21.4% | 169,578 | -12.7% | 0.01% | -16.7% |
| Q2 2022 | $12,296,000 | -16.9% | 194,211 | -5.3% | 0.01% | -7.7% |
| Q1 2022 | $14,791,000 | -9.0% | 205,040 | -3.2% | 0.01% | 0.0% |
| Q4 2021 | $16,254,000 | +2.6% | 211,740 | +0.7% | 0.01% | -13.3% |
| Q3 2021 | $15,847,000 | +3.8% | 210,335 | +4.0% | 0.02% | +7.1% |
| Q2 2021 | $15,274,000 | +3.3% | 202,189 | -0.2% | 0.01% | 0.0% |
| Q1 2021 | $14,792,000 | -0.3% | 202,652 | +0.3% | 0.01% | -6.7% |
| Q4 2020 | $14,835,000 | +8.5% | 202,076 | +0.7% | 0.02% | -11.8% |
| Q3 2020 | $13,677,000 | +9.5% | 200,751 | +6.1% | 0.02% | 0.0% |
| Q2 2020 | $12,494,000 | +14.2% | 189,126 | +7.2% | 0.02% | +21.4% |
| Q1 2020 | $10,942,000 | +2.8% | 176,359 | +23.5% | 0.01% | +40.0% |
| Q4 2019 | $10,646,000 | +31.3% | 142,834 | +29.1% | 0.01% | +25.0% |
| Q3 2019 | $8,110,000 | +33.4% | 110,658 | +32.2% | 0.01% | +33.3% |
| Q2 2019 | $6,080,000 | +9.4% | 83,702 | +8.4% | 0.01% | 0.0% |
| Q1 2019 | $5,558,000 | +33.5% | 77,183 | +23.6% | 0.01% | +20.0% |
| Q4 2018 | $4,162,000 | +11.6% | 62,441 | +21.9% | 0.01% | +25.0% |
| Q3 2018 | $3,728,000 | +23.6% | 51,205 | +20.8% | 0.00% | +33.3% |
| Q2 2018 | $3,016,000 | +16.4% | 42,400 | +20.5% | 0.00% | 0.0% |
| Q1 2018 | $2,591,000 | +36.2% | 35,175 | +35.0% | 0.00% | +50.0% |
| Q4 2017 | $1,902,000 | +31.3% | 26,061 | +27.7% | 0.00% | 0.0% |
| Q3 2017 | $1,449,000 | +75.4% | 20,402 | +70.9% | 0.00% | +100.0% |
| Q2 2017 | $826,000 | +70.3% | 11,935 | +62.6% | 0.00% | 0.0% |
| Q1 2017 | $485,000 | +53.5% | 7,338 | +42.2% | 0.00% | – |
| Q4 2016 | $316,000 | -24.8% | 5,162 | -16.8% | 0.00% | – |
| Q3 2016 | $420,000 | +18.6% | 6,204 | +16.3% | 0.00% | – |
| Q2 2016 | $354,000 | +42.7% | 5,336 | +43.2% | 0.00% | – |
| Q1 2016 | $248,000 | -61.4% | 3,726 | -62.4% | 0.00% | -100.0% |
| Q4 2015 | $643,000 | +191.0% | 9,903 | +179.1% | 0.00% | – |
| Q3 2015 | $221,000 | +7.8% | 3,548 | +13.3% | 0.00% | – |
| Q2 2015 | $205,000 | +44.4% | 3,132 | +44.9% | 0.00% | – |
| Q1 2015 | $142,000 | +343.8% | 2,162 | +315.0% | 0.00% | – |
| Q4 2014 | $32,000 | – | 521 | – | 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% |