ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 465 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $207,662 | -7.2% | 3,184 | -3.9% | 0.01% | -18.2% |
Q2 2023 | $223,695 | +1.0% | 3,314 | +1.2% | 0.01% | -26.7% |
Q1 2023 | $221,554 | -17.6% | 3,275 | -23.0% | 0.02% | -40.0% |
Q2 2022 | $269,000 | -64.2% | 4,255 | -59.1% | 0.02% | -59.0% |
Q1 2022 | $751,000 | -20.4% | 10,404 | -15.3% | 0.06% | -38.4% |
Q4 2021 | $943,000 | +1.9% | 12,282 | 0.0% | 0.10% | -6.6% |
Q3 2021 | $925,000 | -1.5% | 12,282 | -1.2% | 0.11% | -5.4% |
Q2 2021 | $939,000 | -10.8% | 12,427 | -13.9% | 0.11% | -18.8% |
Q1 2021 | $1,053,000 | -58.6% | 14,428 | -58.3% | 0.14% | -58.3% |
Q4 2020 | $2,542,000 | -44.1% | 34,626 | -48.1% | 0.33% | -53.8% |
Q3 2020 | $4,547,000 | +10.2% | 66,746 | +6.9% | 0.72% | +1.6% |
Q2 2020 | $4,126,000 | +3.9% | 62,458 | -2.4% | 0.71% | -18.6% |
Q1 2020 | $3,971,000 | -3.2% | 63,997 | +16.3% | 0.87% | +31.8% |
Q4 2019 | $4,103,000 | +79.8% | 55,043 | +76.7% | 0.66% | +67.4% |
Q3 2019 | $2,282,000 | +12.1% | 31,144 | +11.2% | 0.39% | +1.0% |
Q2 2019 | $2,035,000 | +5.9% | 28,018 | +5.0% | 0.39% | +1.8% |
Q1 2019 | $1,921,000 | – | 26,675 | – | 0.38% | – |
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% |