ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 529 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $136,832 | -16.2% | 2,098 | -13.3% | 0.02% | -21.7% |
| Q2 2023 | $163,350 | -0.2% | 2,420 | 0.0% | 0.02% | -4.2% |
| Q1 2023 | $163,713 | +26.5% | 2,420 | +18.9% | 0.02% | +20.0% |
| Q4 2022 | $129,395 | +17.6% | 2,035 | +5.5% | 0.02% | +11.1% |
| Q3 2022 | $110,000 | -17.3% | 1,929 | -8.3% | 0.02% | -14.3% |
| Q2 2022 | $133,000 | 0.0% | 2,103 | +13.9% | 0.02% | +16.7% |
| Q1 2022 | $133,000 | +5.6% | 1,847 | +12.3% | 0.02% | +12.5% |
| Q4 2021 | $126,000 | +1.6% | 1,645 | 0.0% | 0.02% | -5.9% |
| Q3 2021 | $124,000 | 0.0% | 1,645 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $124,000 | +31.9% | 1,645 | +28.3% | 0.02% | +21.4% |
| Q1 2021 | $94,000 | +6.8% | 1,282 | +6.5% | 0.01% | 0.0% |
| Q4 2020 | $88,000 | +4.8% | 1,204 | -2.7% | 0.01% | -12.5% |
| Q3 2020 | $84,000 | +6.3% | 1,238 | +3.2% | 0.02% | -5.9% |
| Q2 2020 | $79,000 | +9.7% | 1,200 | +3.4% | 0.02% | -10.5% |
| Q1 2020 | $72,000 | -50.7% | 1,161 | -40.6% | 0.02% | -44.1% |
| Q4 2019 | $146,000 | – | 1,955 | – | 0.03% | – |
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% |