ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 460 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 2023 | $50,355 | -89.1% | 746 | -88.3% | 0.03% | -90.8% |
| Q3 2018 | $462,000 | +2.2% | 6,352 | 0.0% | 0.28% | -5.7% |
| Q2 2018 | $452,000 | -52.5% | 6,352 | -50.8% | 0.30% | -45.6% |
| Q1 2018 | $952,000 | -26.4% | 12,922 | -27.1% | 0.55% | -32.5% |
| Q4 2017 | $1,293,000 | +1.4% | 17,717 | -1.2% | 0.82% | -6.7% |
| Q3 2017 | $1,275,000 | +80.3% | 17,940 | +75.6% | 0.88% | +80.8% |
| Q2 2017 | $707,000 | +61.4% | 10,215 | +53.8% | 0.48% | +48.0% |
| Q1 2017 | $438,000 | – | 6,642 | – | 0.33% | – |
Download | ||||||
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% |