ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 571 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $452,953 | -6.6% | 6,945 | -3.4% | 0.01% | -17.6% |
| Q2 2023 | $485,055 | +46.3% | 7,186 | +46.6% | 0.02% | +30.8% |
| Q1 2023 | $331,623 | +8.4% | 4,902 | +1.9% | 0.01% | -18.8% |
| Q4 2022 | $305,982 | +46.4% | 4,812 | +77.0% | 0.02% | +60.0% |
| Q4 2021 | $209,000 | +2.5% | 2,719 | +0.6% | 0.01% | -9.1% |
| Q3 2021 | $204,000 | 0.0% | 2,702 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $204,000 | – | 2,702 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 680,595 | $49,554,000 | 32.19% |
| Burt Wealth Advisors | 438,801 | $31,949,000 | 14.50% |
| SimpliFi, Inc. | 246,991 | $17,983,000 | 12.51% |
| Peterson Wealth Advisors, LLC | 228,488 | $16,636,000 | 12.14% |
| Legacy Financial Advisors, Inc. | 438,442 | $31,923,000 | 11.56% |
| Smart Money Group LLC | 153,276 | $11,160,000 | 10.13% |
| Merit Financial Group, LLC | 852,083 | $61,403,000 | 9.83% |
| Price Wealth, LLC | 361,686 | $26,334,000 | 9.81% |
| Arcus Capital Partners, LLC | 237,268 | $17,275,000 | 8.15% |
| Mascoma Wealth Management LLC | 168,011 | $12,233,000 | 8.07% |