ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 539 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,707 | -99.9% | 40 | -99.9% | 0.00% | -100.0% |
| Q2 2022 | $2,529,000 | -37.5% | 39,949 | -28.8% | 0.19% | -29.3% |
| Q1 2022 | $4,048,000 | -16.4% | 56,109 | -11.0% | 0.27% | -22.7% |
| Q4 2021 | $4,841,000 | +4.3% | 63,063 | +2.4% | 0.34% | -6.5% |
| Q3 2021 | $4,641,000 | +4.8% | 61,595 | +5.0% | 0.37% | +3.1% |
| Q2 2021 | $4,430,000 | +26.2% | 58,643 | +21.9% | 0.36% | +17.0% |
| Q1 2021 | $3,511,000 | +20.1% | 48,101 | +20.8% | 0.30% | +9.7% |
| Q4 2020 | $2,923,000 | +7.1% | 39,820 | -0.6% | 0.28% | -10.0% |
| Q3 2020 | $2,729,000 | -23.4% | 40,057 | -25.7% | 0.31% | -30.1% |
| Q2 2020 | $3,563,000 | -14.4% | 53,941 | -19.5% | 0.44% | -29.4% |
| Q1 2020 | $4,160,000 | -26.0% | 67,035 | -11.1% | 0.63% | +3.8% |
| Q4 2019 | $5,623,000 | +3.2% | 75,440 | +1.4% | 0.60% | -11.1% |
| Q3 2019 | $5,451,000 | +1.0% | 74,388 | +0.1% | 0.68% | +3.2% |
| Q2 2019 | $5,399,000 | +0.6% | 74,328 | -0.3% | 0.66% | -5.1% |
| Q1 2019 | $5,369,000 | +19.3% | 74,568 | +10.4% | 0.69% | +2.1% |
| Q4 2018 | $4,501,000 | – | 67,528 | – | 0.68% | – |
Download | ||||||
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% |