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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $36,391 | +6.4% | 538 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $34,205 | +14.0% | 538 | +0.7% | 0.00% | 0.0% |
| Q3 2022 | $30,000 | -11.8% | 534 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $34,000 | -10.5% | 534 | +1.9% | 0.00% | 0.0% |
| Q1 2022 | $38,000 | -5.0% | 524 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $40,000 | -2.4% | 524 | -3.9% | 0.00% | 0.0% |
| Q3 2021 | $41,000 | +5.1% | 545 | +4.8% | 0.00% | 0.0% |
| Q2 2021 | $39,000 | +5.4% | 520 | +1.8% | 0.00% | 0.0% |
| Q1 2021 | $37,000 | -2.6% | 511 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $38,000 | +8.6% | 511 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $35,000 | -55.1% | 511 | -56.7% | 0.01% | -64.7% |
| Q2 2020 | $78,000 | +151.6% | 1,179 | +133.9% | 0.02% | +88.9% |
| Q1 2020 | $31,000 | -51.6% | 504 | -41.6% | 0.01% | -50.0% |
| Q4 2019 | $64,000 | +1.6% | 863 | 0.0% | 0.02% | -18.2% |
| Q3 2019 | $63,000 | +70.3% | 863 | +71.2% | 0.02% | +46.7% |
| Q2 2019 | $37,000 | +2.8% | 504 | 0.0% | 0.02% | -11.8% |
| Q1 2019 | $36,000 | +5.9% | 504 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $34,000 | – | 504 | – | 0.02% | – |
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% |