ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 521 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $552,370 | -17.2% | 7,964 | -15.4% | 0.03% | -23.5% |
| Q1 2024 | $667,183 | -13.5% | 9,412 | -15.4% | 0.03% | -24.4% |
| Q4 2023 | $771,536 | -8.3% | 11,127 | -13.8% | 0.04% | -27.4% |
| Q3 2023 | $841,777 | -3.9% | 12,907 | -0.5% | 0.06% | 0.0% |
| Q2 2023 | $875,940 | +4.0% | 12,977 | +4.3% | 0.06% | +3.3% |
| Q1 2023 | $841,854 | -5.6% | 12,444 | -11.3% | 0.06% | -13.0% |
| Q4 2022 | $891,986 | +7.9% | 14,028 | -3.3% | 0.07% | 0.0% |
| Q3 2022 | $827,000 | -13.9% | 14,510 | -4.4% | 0.07% | -10.4% |
| Q2 2022 | $960,000 | -15.0% | 15,170 | -3.2% | 0.08% | +1.3% |
| Q1 2022 | $1,130,000 | -14.7% | 15,669 | -9.1% | 0.08% | -11.6% |
| Q4 2021 | $1,324,000 | -15.8% | 17,244 | -17.1% | 0.09% | -30.6% |
| Q2 2021 | $1,572,000 | +3.4% | 20,813 | -0.1% | 0.12% | -15.6% |
| Q1 2021 | $1,521,000 | -17.1% | 20,837 | -16.6% | 0.15% | -23.0% |
| Q4 2020 | $1,834,000 | +20.9% | 24,978 | +12.2% | 0.19% | +64.7% |
| Q3 2020 | $1,517,000 | -29.9% | 22,265 | -32.1% | 0.12% | -64.3% |
| Q2 2020 | $2,165,000 | -21.7% | 32,775 | -11.7% | 0.32% | -6.9% |
| Q4 2019 | $2,766,000 | – | 37,113 | – | 0.35% | – |
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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% |