ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 517 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $250,703 | -12.1% | 3,537 | -14.0% | 0.03% | -18.8% |
| Q4 2023 | $285,334 | +3.8% | 4,115 | -2.3% | 0.03% | 0.0% |
| Q3 2023 | $274,772 | -8.4% | 4,213 | -5.2% | 0.03% | -11.1% |
| Q2 2023 | $299,835 | -1.6% | 4,442 | -1.4% | 0.04% | -10.0% |
| Q1 2023 | $304,628 | +3.7% | 4,503 | -2.6% | 0.04% | +5.3% |
| Q4 2022 | $293,826 | +11.3% | 4,621 | -0.3% | 0.04% | +5.6% |
| Q3 2022 | $264,000 | -9.0% | 4,635 | +1.3% | 0.04% | -5.3% |
| Q2 2022 | $290,000 | -13.2% | 4,576 | -1.2% | 0.04% | 0.0% |
| Q1 2022 | $334,000 | -4.3% | 4,633 | +1.8% | 0.04% | +5.6% |
| Q4 2021 | $349,000 | -0.6% | 4,551 | -2.2% | 0.04% | -5.3% |
| Q3 2021 | $351,000 | -88.5% | 4,654 | -89.1% | 0.04% | -95.9% |
| Q3 2017 | $3,041,000 | +87.4% | 42,798 | +72.2% | 0.92% | +108.4% |
| Q2 2015 | $1,623,000 | – | 24,857 | – | 0.44% | – |
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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% |