ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 468 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $113,317 | -2.3% | 1,634 | -0.2% | 0.00% | 0.0% |
| Q1 2024 | $116,029 | +2.2% | 1,637 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $113,509 | -36.4% | 1,637 | -40.2% | 0.00% | -33.3% |
| Q3 2023 | $178,506 | +61.5% | 2,737 | +67.2% | 0.00% | +50.0% |
| Q2 2023 | $110,497 | -46.1% | 1,637 | -46.0% | 0.00% | -50.0% |
| Q1 2023 | $204,910 | +6.4% | 3,029 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $192,582 | +11.3% | 3,029 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $173,000 | -9.9% | 3,029 | +0.1% | 0.00% | 0.0% |
| Q2 2022 | $192,000 | -20.7% | 3,026 | -9.9% | 0.00% | 0.0% |
| Q1 2022 | $242,000 | -6.2% | 3,359 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $258,000 | +2.0% | 3,359 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $253,000 | +197.6% | 3,359 | +200.2% | 0.01% | +150.0% |
| Q2 2021 | $85,000 | +3.7% | 1,119 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $82,000 | 0.0% | 1,119 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $82,000 | +7.9% | 1,119 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $76,000 | +2.7% | 1,119 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $74,000 | +252.4% | 1,119 | +236.0% | 0.00% | +100.0% |
| Q1 2020 | $21,000 | -93.0% | 333 | -91.8% | 0.00% | -87.5% |
| Q4 2019 | $302,000 | +1.3% | 4,054 | -0.4% | 0.01% | -11.1% |
| Q3 2019 | $298,000 | +0.7% | 4,071 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $296,000 | +1.0% | 4,071 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $293,000 | +8.5% | 4,071 | +0.4% | 0.01% | 0.0% |
| Q4 2018 | $270,000 | -28.4% | 4,054 | -21.6% | 0.01% | -25.0% |
| Q3 2018 | $377,000 | +30.9% | 5,174 | +27.6% | 0.01% | +20.0% |
| Q2 2018 | $288,000 | -0.3% | 4,054 | +3.2% | 0.01% | 0.0% |
| Q1 2018 | $289,000 | +0.7% | 3,927 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $287,000 | +4.0% | 3,927 | +1.2% | 0.01% | 0.0% |
| Q3 2017 | $276,000 | +2409.1% | 3,881 | +2325.6% | 0.01% | – |
| Q2 2017 | $11,000 | -83.8% | 160 | -85.6% | 0.00% | -100.0% |
| Q4 2016 | $68,000 | -32.0% | 1,108 | -25.1% | 0.00% | -25.0% |
| Q3 2016 | $100,000 | +37.0% | 1,480 | +34.4% | 0.00% | +33.3% |
| Q2 2016 | $73,000 | +121.2% | 1,101 | +120.2% | 0.00% | +200.0% |
| Q2 2015 | $33,000 | – | 500 | – | 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% |