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 | $909,554 | -0.4% | 13,946 | +3.1% | 0.41% | -7.8% |
| Q2 2023 | $913,068 | -9.2% | 13,527 | -9.0% | 0.45% | -13.8% |
| Q1 2023 | $1,005,875 | -1.1% | 14,869 | -7.0% | 0.52% | -2.8% |
| Q4 2022 | $1,016,662 | +9.6% | 15,989 | -1.8% | 0.54% | +5.1% |
| Q3 2022 | $928,000 | -4.1% | 16,274 | +6.4% | 0.51% | +5.6% |
| Q2 2022 | $968,000 | -16.6% | 15,296 | -4.9% | 0.48% | +1.0% |
| Q1 2022 | $1,160,000 | -36.5% | 16,077 | -32.4% | 0.48% | -40.8% |
| Q4 2021 | $1,826,000 | +2.9% | 23,785 | +0.9% | 0.81% | -15.2% |
| Q3 2021 | $1,775,000 | -0.1% | 23,566 | +0.2% | 0.95% | -0.7% |
| Q2 2021 | $1,776,000 | +59.6% | 23,512 | +54.1% | 0.96% | +26.0% |
| Q1 2021 | $1,113,000 | +2.9% | 15,254 | +3.5% | 0.76% | -19.0% |
| Q4 2020 | $1,082,000 | – | 14,738 | – | 0.94% | – |
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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% |