ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 462 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,209,541 | +10.2% | 46,277 | +12.7% | 1.50% | +8.1% |
| Q1 2024 | $2,911,346 | +1.9% | 41,074 | -0.3% | 1.39% | -3.9% |
| Q4 2023 | $2,856,782 | +5.7% | 41,199 | -0.6% | 1.44% | -7.0% |
| Q3 2023 | $2,702,006 | -26.2% | 41,429 | -23.6% | 1.55% | -21.5% |
| Q2 2023 | $3,660,420 | +5.1% | 54,228 | +5.3% | 1.98% | -5.9% |
| Q1 2023 | $3,483,580 | +7.6% | 51,494 | +1.1% | 2.10% | +2.6% |
| Q4 2022 | $3,238,585 | +10.4% | 50,933 | -1.0% | 2.05% | -4.9% |
| Q3 2022 | $2,933,000 | +1.9% | 51,439 | +13.1% | 2.15% | +6.1% |
| Q2 2022 | $2,879,000 | -12.2% | 45,478 | +0.0% | 2.03% | +2.1% |
| Q1 2022 | $3,279,000 | +1.1% | 45,460 | +7.6% | 1.99% | +2.1% |
| Q4 2021 | $3,243,000 | +13.3% | 42,238 | +11.2% | 1.95% | +4.6% |
| Q3 2021 | $2,863,000 | -3.4% | 37,997 | -3.1% | 1.86% | -3.1% |
| Q2 2021 | $2,963,000 | -2.7% | 39,218 | -6.0% | 1.92% | -5.9% |
| Q1 2021 | $3,044,000 | +6.6% | 41,711 | +7.2% | 2.04% | -4.8% |
| Q4 2020 | $2,855,000 | +12.7% | 38,895 | +4.6% | 2.14% | -5.2% |
| Q3 2020 | $2,534,000 | +0.2% | 37,199 | -2.8% | 2.26% | -14.6% |
| Q2 2020 | $2,529,000 | +9.1% | 38,289 | +2.4% | 2.65% | -14.6% |
| Q1 2020 | $2,319,000 | -14.6% | 37,382 | +2.6% | 3.10% | +36.0% |
| Q4 2019 | $2,716,000 | – | 36,446 | – | 2.28% | – |
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% |