ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 253 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.18 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,484 | -2.2% | 180 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $12,759 | +2.2% | 180 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $12,482 | +6.3% | 180 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $11,740 | -3.4% | 180 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $12,150 | -0.2% | 180 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $12,177 | +6.4% | 180 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $11,445 | +27.2% | 180 | +23.3% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -18.2% | 146 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $11,000 | +57.1% | 146 | +35.2% | 0.00% | -50.0% |
| Q2 2016 | $7,000 | -12.5% | 108 | -5.3% | 0.00% | 0.0% |
| Q1 2016 | $8,000 | +14.3% | 114 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $7,000 | 0.0% | 114 | 0.0% | 0.00% | -33.3% |
| Q3 2015 | $7,000 | -63.2% | 114 | -63.8% | 0.00% | 0.0% |
| Q4 2014 | $19,000 | -82.2% | 315 | -81.5% | 0.00% | -84.2% |
| Q3 2014 | $107,000 | +296.3% | 1,701 | +319.0% | 0.02% | +280.0% |
| Q2 2014 | $27,000 | – | 406 | – | 0.01% | – |
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% |