ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 332 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.62 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,276 | -2.2% | 177 | 0.0% | 0.01% | -11.1% |
| Q1 2024 | $12,546 | +2.2% | 177 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $12,273 | +40.4% | 177 | +32.1% | 0.01% | +28.6% |
| Q3 2023 | $8,739 | -3.4% | 134 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $9,045 | -0.2% | 134 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $9,065 | +6.4% | 134 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $8,520 | -29.0% | 134 | -36.8% | 0.01% | -30.0% |
| Q3 2022 | $12,000 | -90.3% | 212 | -89.1% | 0.01% | -89.8% |
| Q2 2022 | $124,000 | -12.1% | 1,952 | 0.0% | 0.10% | +6.5% |
| Q1 2022 | $141,000 | -6.6% | 1,952 | -0.8% | 0.09% | -1.1% |
| Q4 2021 | $151,000 | +9.4% | 1,968 | +7.3% | 0.09% | +1.1% |
| Q3 2021 | $138,000 | -0.7% | 1,834 | -0.5% | 0.09% | +1.1% |
| Q2 2021 | $139,000 | -12.0% | 1,843 | -14.9% | 0.09% | -20.9% |
| Q1 2021 | $158,000 | -16.4% | 2,165 | -15.9% | 0.12% | -25.8% |
| Q4 2020 | $189,000 | +7.4% | 2,574 | -0.3% | 0.16% | -4.3% |
| Q3 2020 | $176,000 | -52.4% | 2,583 | -53.9% | 0.16% | -52.1% |
| Q2 2020 | $370,000 | +2366.7% | 5,608 | +2236.7% | 0.34% | +2012.5% |
| Q1 2020 | $15,000 | +15.4% | 240 | +33.3% | 0.02% | +33.3% |
| Q4 2019 | $13,000 | -7.1% | 180 | -2.7% | 0.01% | -14.3% |
| Q3 2019 | $14,000 | +55.6% | 185 | +48.0% | 0.01% | +55.6% |
| Q2 2019 | $9,000 | 0.0% | 125 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $9,000 | +12.5% | 125 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $8,000 | -11.1% | 125 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $9,000 | -57.1% | 125 | -57.6% | 0.01% | -52.6% |
| Q2 2018 | $21,000 | -93.0% | 295 | -92.8% | 0.02% | -93.1% |
| Q1 2018 | $300,000 | -41.9% | 4,070 | -42.5% | 0.27% | -38.4% |
| Q4 2017 | $516,000 | – | 7,075 | – | 0.44% | – |
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% |