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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $249,583 | -13.6% | 3,698 | -13.4% | 0.02% | -17.4% |
| Q1 2023 | $288,958 | +1.4% | 4,271 | -4.7% | 0.02% | 0.0% |
| Q4 2022 | $284,885 | +11.3% | 4,480 | -0.4% | 0.02% | 0.0% |
| Q3 2022 | $256,000 | -28.7% | 4,498 | -20.6% | 0.02% | -25.8% |
| Q2 2022 | $359,000 | -15.1% | 5,667 | -3.4% | 0.03% | 0.0% |
| Q1 2022 | $423,000 | -20.0% | 5,864 | -14.9% | 0.03% | -13.9% |
| Q4 2021 | $529,000 | +0.4% | 6,893 | -1.4% | 0.04% | -7.7% |
| Q3 2021 | $527,000 | +16.9% | 6,994 | +2.4% | 0.04% | -13.3% |
| Q2 2020 | $451,000 | -6.4% | 6,830 | -12.0% | 0.04% | -25.0% |
| Q1 2020 | $482,000 | -17.5% | 7,764 | -0.9% | 0.06% | +3.4% |
| Q4 2019 | $584,000 | +0.2% | 7,838 | -1.5% | 0.06% | -4.9% |
| Q3 2019 | $583,000 | -25.4% | 7,961 | -32.0% | 0.06% | -40.2% |
| Q4 2018 | $781,000 | – | 11,713 | – | 0.10% | – |
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% |