ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 469 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $226,053 | +2.9% | 3,466 | +6.5% | 0.03% | +7.1% |
Q2 2023 | $219,713 | -9.2% | 3,255 | -9.0% | 0.03% | -15.2% |
Q1 2023 | $241,984 | +76720.3% | 3,577 | -27.8% | 0.03% | -29.8% |
Q4 2022 | $315 | -99.9% | 4,955 | -2.3% | 0.05% | 0.0% |
Q3 2022 | $289,000 | -50.7% | 5,071 | -45.2% | 0.05% | -48.4% |
Q2 2022 | $586,000 | – | 9,254 | – | 0.09% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
O'Brien Wealth Partners LLC | 680,595 | $49,554,000 | 32.19% |
Burt Wealth Advisors | 438,801 | $31,949,000 | 14.50% |
SimpliFi, Inc. | 246,991 | $17,983,000 | 12.51% |
Peterson Wealth Advisors, LLC | 228,488 | $16,636,000 | 12.14% |
Legacy Financial Advisors, Inc. | 438,442 | $31,923,000 | 11.56% |
Smart Money Group LLC | 153,276 | $11,160,000 | 10.13% |
Merit Financial Group, LLC | 852,083 | $61,403,000 | 9.83% |
Price Wealth, LLC | 361,686 | $26,334,000 | 9.81% |
Arcus Capital Partners, LLC | 237,268 | $17,275,000 | 8.15% |
Mascoma Wealth Management LLC | 168,011 | $12,233,000 | 8.07% |