ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 530 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,772 | -3.4% | 58 | 0.0% | 0.00% | – |
| Q2 2023 | $3,904 | +1.2% | 58 | +1.8% | 0.00% | -100.0% |
| Q1 2023 | $3,859 | +47.9% | 57 | +39.0% | 0.00% | – |
| Q4 2022 | $2,610 | +30.5% | 41 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | -33.3% | 41 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 41 | +2.5% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | -90.9% | 40 | -91.1% | 0.00% | -100.0% |
| Q4 2020 | $33,000 | +6.5% | 450 | 0.0% | 0.01% | -12.5% |
| Q3 2020 | $31,000 | -91.0% | 450 | -91.3% | 0.01% | -92.3% |
| Q2 2020 | $343,000 | +13.6% | 5,199 | +6.9% | 0.10% | -32.9% |
| Q1 2020 | $302,000 | -77.2% | 4,863 | -72.5% | 0.16% | -73.8% |
| Q4 2019 | $1,325,000 | -24.7% | 17,697 | -27.6% | 0.59% | -37.5% |
| Q3 2019 | $1,760,000 | +18.8% | 24,460 | +20.2% | 0.95% | +17.8% |
| Q2 2019 | $1,482,000 | +30.7% | 20,345 | +29.2% | 0.80% | +18.4% |
| Q1 2019 | $1,134,000 | -63.3% | 15,746 | -66.1% | 0.68% | -69.7% |
| Q4 2018 | $3,092,000 | -3.4% | 46,389 | +5.5% | 2.24% | +21.8% |
| Q3 2018 | $3,202,000 | +0.3% | 43,982 | -2.0% | 1.84% | -1.9% |
| Q2 2018 | $3,194,000 | -10.0% | 44,902 | -6.7% | 1.88% | -17.4% |
| Q1 2018 | $3,547,000 | -4.2% | 48,135 | -5.1% | 2.27% | -9.7% |
| Q4 2017 | $3,703,000 | -34.2% | 50,743 | -35.9% | 2.51% | -22.2% |
| Q3 2017 | $5,627,000 | +13.6% | 79,191 | +10.7% | 3.23% | +1.9% |
| Q2 2017 | $4,952,000 | +24.1% | 71,513 | +18.3% | 3.17% | +10.5% |
| Q1 2017 | $3,990,000 | +84.0% | 60,450 | +70.7% | 2.87% | +62.0% |
| Q4 2016 | $2,169,000 | – | 35,423 | – | 1.77% | – |
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% |