ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 468 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $107,223 | -2.2% | 1,546 | -0.1% | 0.01% | +66.7% |
| Q1 2024 | $109,651 | -95.0% | 1,547 | -95.1% | 0.00% | -95.7% |
| Q4 2023 | $2,203,210 | -98.6% | 31,774 | -98.6% | 0.07% | -98.6% |
| Q3 2023 | $151,975,999 | -1.1% | 2,330,206 | +2.3% | 5.08% | -0.4% |
| Q2 2023 | $153,682,688 | +2.8% | 2,278,516 | +3.1% | 5.10% | +1.3% |
| Q1 2023 | $149,496,589 | +355844.3% | 2,209,854 | +299338.2% | 5.04% | +251650.0% |
| Q3 2022 | $42,000 | -10.6% | 738 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $47,000 | -9.6% | 738 | +1.8% | 0.00% | 0.0% |
| Q1 2022 | $52,000 | -7.1% | 725 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $56,000 | -9.7% | 725 | -12.2% | 0.00% | 0.0% |
| Q3 2021 | $62,000 | +14.8% | 826 | +15.0% | 0.00% | 0.0% |
| Q2 2021 | $54,000 | +3.8% | 718 | +1.6% | 0.00% | 0.0% |
| Q1 2021 | $52,000 | 0.0% | 707 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $52,000 | – | 707 | – | 0.00% | – |
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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% |