ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 477 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $34,436 | -3.4% | 528 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $35,640 | -2.4% | 528 | -2.2% | 0.00% | 0.0% |
Q1 2023 | $36,531 | +104274.3% | 540 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $35 | -100.0% | 540 | -71.9% | 0.00% | -60.0% |
Q3 2022 | $110,000 | -9.1% | 1,923 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $121,000 | -68.2% | 1,923 | -63.5% | 0.01% | -61.5% |
Q1 2022 | $380,000 | +28.4% | 5,273 | +37.1% | 0.01% | +30.0% |
Q4 2021 | $296,000 | +16.1% | 3,845 | +13.7% | 0.01% | +100.0% |
Q3 2021 | $255,000 | -19.8% | 3,382 | -19.6% | 0.01% | -58.3% |
Q2 2021 | $318,000 | +1.9% | 4,205 | -1.5% | 0.01% | -7.7% |
Q1 2021 | $312,000 | – | 4,270 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
O'Brien Wealth Partners LLC | 606,289 | $44,417,000 | 32.49% |
Financial Advisors, LLC | 376,528 | $27,351,000 | 17.55% |
Burt Wealth Advisors | 452,560 | $32,874,000 | 14.41% |
Legacy Financial Advisors, Inc. | 546,972 | $39,732,000 | 14.05% |
Peterson Wealth Advisors, LLC | 288,806 | $20,979,000 | 13.28% |
SimpliFi, Inc. | 274,449 | $19,936,000 | 11.92% |
Merit Financial Group, LLC | 1,030,481 | $74,134,000 | 8.70% |
NewDay Solutions, LLC | 158,748 | $11,536,000 | 8.35% |
RHS Financial, LLC | 91,480 | $6,645,000 | 8.32% |
Financial Insights, Inc. | 109,566 | $7,836,000 | 7.95% |