ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 477 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $4,778,906 | +1.4% | 68,905 | +3.6% | 0.05% | -5.7% |
Q1 2024 | $4,712,386 | +5.0% | 66,484 | +2.7% | 0.05% | -3.6% |
Q4 2023 | $4,486,915 | -7.1% | 64,709 | -12.6% | 0.06% | -20.3% |
Q3 2023 | $4,828,367 | -3.0% | 74,032 | +0.4% | 0.07% | -4.2% |
Q2 2023 | $4,976,505 | -1.0% | 73,726 | -0.8% | 0.07% | -10.0% |
Q1 2023 | $5,029,101 | -2.6% | 74,340 | -8.5% | 0.08% | -11.1% |
Q4 2022 | $5,164,501 | -1.8% | 81,222 | -12.0% | 0.09% | -12.6% |
Q3 2022 | $5,260,000 | -7.0% | 92,261 | +3.3% | 0.10% | -4.6% |
Q2 2022 | $5,657,000 | -17.1% | 89,341 | -5.5% | 0.11% | -3.6% |
Q1 2022 | $6,823,000 | -27.0% | 94,590 | -22.3% | 0.11% | -23.8% |
Q4 2021 | $9,348,000 | +2.4% | 121,762 | +0.5% | 0.15% | -5.8% |
Q3 2021 | $9,129,000 | -2.4% | 121,166 | -2.1% | 0.16% | -3.1% |
Q2 2021 | $9,352,000 | +2.8% | 123,797 | -0.7% | 0.16% | -16.1% |
Q1 2021 | $9,098,000 | -9.1% | 124,647 | -8.6% | 0.19% | -15.8% |
Q4 2020 | $10,007,000 | +1.7% | 136,321 | -5.6% | 0.23% | -10.2% |
Q3 2020 | $9,842,000 | -13.1% | 144,456 | -15.7% | 0.25% | -22.1% |
Q2 2020 | $11,326,000 | -4.7% | 171,460 | -10.5% | 0.33% | -23.7% |
Q1 2020 | $11,890,000 | -51.9% | 191,625 | -42.2% | 0.43% | -40.9% |
Q4 2019 | $24,704,000 | – | 331,417 | – | 0.72% | – |
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% |