ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 532 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $266,000 | -31.3% | 4,212 | -21.6% | 0.05% | -22.2% |
| Q1 2022 | $387,000 | -1.5% | 5,372 | +4.9% | 0.06% | -23.2% |
| Q4 2021 | $393,000 | -14.8% | 5,120 | -16.3% | 0.08% | -26.8% |
| Q3 2021 | $461,000 | -14.2% | 6,119 | -13.9% | 0.11% | -16.4% |
| Q2 2021 | $537,000 | -27.1% | 7,103 | -29.7% | 0.13% | -34.6% |
| Q1 2021 | $737,000 | -0.5% | 10,100 | 0.0% | 0.20% | -10.9% |
| Q4 2020 | $741,000 | +5.1% | 10,100 | -2.5% | 0.23% | -13.2% |
| Q3 2020 | $705,000 | -5.5% | 10,361 | -8.3% | 0.26% | -14.5% |
| Q2 2020 | $746,000 | -15.1% | 11,298 | -20.3% | 0.31% | -1.0% |
| Q1 2020 | $879,000 | -8.6% | 14,174 | +9.8% | 0.31% | -2.2% |
| Q4 2019 | $962,000 | +7.6% | 12,905 | +5.7% | 0.32% | -5.6% |
| Q3 2019 | $894,000 | +1.7% | 12,205 | 0.0% | 0.34% | -6.6% |
| Q1 2019 | $879,000 | – | 12,205 | – | 0.36% | – |
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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% |