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 | $7,184,139 | +10.8% | 103,585 | +13.2% | 0.05% | -12.1% |
| Q1 2024 | $6,486,293 | -2.6% | 91,511 | -4.7% | 0.06% | -12.1% |
| Q4 2023 | $6,656,822 | -11.4% | 96,003 | -16.6% | 0.07% | -21.4% |
| Q3 2023 | $7,509,332 | -70.2% | 115,138 | -69.2% | 0.08% | -70.8% |
| Q2 2023 | $25,192,501 | +4.0% | 373,222 | +4.2% | 0.29% | -3.0% |
| Q1 2023 | $24,219,210 | +13.2% | 358,008 | +6.4% | 0.30% | +4.2% |
| Q4 2022 | $21,399,608 | +16.6% | 336,551 | +4.5% | 0.28% | +1.1% |
| Q3 2022 | $18,353,000 | -7.5% | 321,930 | +2.7% | 0.28% | -5.7% |
| Q2 2022 | $19,837,000 | -11.2% | 313,332 | +1.2% | 0.30% | -2.6% |
| Q1 2022 | $22,330,000 | -7.0% | 309,698 | -0.9% | 0.31% | -15.2% |
| Q4 2021 | $24,002,000 | +5.4% | 312,649 | +3.4% | 0.36% | -4.7% |
| Q3 2021 | $22,778,000 | +3.6% | 302,426 | +3.9% | 0.38% | -4.8% |
| Q2 2021 | $21,988,000 | +10.0% | 291,180 | +6.3% | 0.40% | -7.0% |
| Q1 2021 | $19,983,000 | -23.0% | 273,830 | -22.5% | 0.43% | -30.5% |
| Q4 2020 | $25,952,000 | -30.1% | 353,546 | -35.1% | 0.62% | +3.7% |
| Q3 2020 | $37,130,000 | +70.7% | 544,862 | +65.5% | 0.60% | -5.1% |
| Q2 2020 | $21,749,000 | +16.5% | 329,311 | +9.5% | 0.63% | +12.6% |
| Q1 2020 | $18,663,000 | -16.5% | 300,790 | +0.3% | 0.56% | +7.5% |
| Q4 2019 | $22,350,000 | +1406.1% | 299,959 | +1381.7% | 0.52% | +763.3% |
| Q3 2019 | $1,484,000 | +1.4% | 20,244 | +0.5% | 0.06% | -7.7% |
| Q2 2019 | $1,464,000 | -31.1% | 20,150 | -31.7% | 0.06% | -42.5% |
| Q1 2019 | $2,125,000 | +19.4% | 29,513 | +10.1% | 0.11% | -62.2% |
| Q4 2018 | $1,780,000 | – | 26,799 | – | 0.30% | – |
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% |