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 2024 | $225,959 | -2.2% | 3,258 | 0.0% | 0.00% | – |
| Q1 2024 | $230,927 | +2.2% | 3,258 | 0.0% | 0.00% | – |
| Q4 2023 | $225,910 | +5.4% | 3,258 | 0.0% | 0.00% | – |
| Q3 2023 | $214,246 | -2.6% | 3,258 | 0.0% | 0.00% | – |
| Q2 2023 | $219,915 | -0.2% | 3,258 | 0.0% | 0.00% | – |
| Q1 2023 | $220,404 | -9.0% | 3,258 | -14.5% | 0.00% | – |
| Q4 2022 | $242,195 | +11.6% | 3,809 | 0.0% | 0.00% | – |
| Q3 2022 | $217,000 | -10.0% | 3,809 | 0.0% | 0.00% | – |
| Q2 2022 | $241,000 | -12.4% | 3,809 | 0.0% | 0.00% | – |
| Q1 2022 | $275,000 | +2.6% | 3,809 | +7.4% | 0.00% | – |
| Q2 2021 | $268,000 | -4.3% | 3,547 | -7.6% | 0.00% | – |
| Q1 2021 | $280,000 | -8.5% | 3,837 | -7.9% | 0.00% | – |
| Q4 2020 | $306,000 | +16.3% | 4,164 | +8.0% | 0.00% | – |
| Q3 2020 | $263,000 | +7.8% | 3,855 | +4.4% | 0.00% | – |
| Q2 2020 | $244,000 | +3.0% | 3,692 | -3.4% | 0.00% | – |
| Q1 2020 | $237,000 | -17.7% | 3,820 | -1.2% | 0.00% | – |
| Q4 2019 | $288,000 | +8.7% | 3,865 | +6.8% | 0.00% | – |
| Q3 2019 | $265,000 | +1.5% | 3,620 | +0.7% | 0.00% | – |
| Q2 2019 | $261,000 | – | 3,594 | – | 0.00% | – |
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% |