ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 469 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $215 | -20.4% | 3,183 | -24.9% | 0.10% | -3.1% |
| Q4 2022 | $270 | -100.0% | 4,239 | -70.2% | 0.10% | -69.1% |
| Q1 2022 | $1,025,000 | +116.7% | 14,205 | +130.5% | 0.32% | +272.9% |
| Q4 2021 | $473,000 | -39.4% | 6,162 | -42.3% | 0.08% | -58.1% |
| Q1 2021 | $780,000 | +78.1% | 10,686 | +79.2% | 0.20% | +91.5% |
| Q4 2020 | $438,000 | +3.8% | 5,964 | +5.2% | 0.11% | -35.0% |
| Q4 2019 | $422,000 | -72.1% | 5,668 | -72.5% | 0.16% | -81.9% |
| Q3 2019 | $1,512,000 | +37.3% | 20,638 | +36.2% | 0.90% | +45.9% |
| Q2 2019 | $1,101,000 | -13.6% | 15,154 | -14.3% | 0.62% | -55.3% |
| Q1 2019 | $1,274,000 | +17.4% | 17,691 | +8.7% | 1.39% | +20.6% |
| Q4 2018 | $1,085,000 | -29.6% | 16,277 | -23.1% | 1.15% | +60.0% |
| Q3 2018 | $1,542,000 | -11.7% | 21,172 | -13.8% | 0.72% | -25.3% |
| Q2 2018 | $1,746,000 | +139.2% | 24,549 | +147.6% | 0.96% | +47.2% |
| Q1 2018 | $730,000 | – | 9,913 | – | 0.65% | – |
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% |