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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $62,863 | -23.7% | 929 | -28.3% | 0.03% | -27.0% |
| Q4 2022 | $82,362 | -82.3% | 1,295 | -84.1% | 0.04% | -84.3% |
| Q3 2022 | $465,000 | -14.2% | 8,155 | -4.7% | 0.24% | +18.6% |
| Q2 2022 | $542,000 | -27.3% | 8,558 | -17.3% | 0.20% | -75.5% |
| Q1 2022 | $746,000 | -6.5% | 10,343 | -0.5% | 0.81% | +37.0% |
| Q4 2021 | $798,000 | +2.3% | 10,399 | +0.4% | 0.59% | -4.8% |
| Q3 2021 | $780,000 | -10.0% | 10,353 | -9.8% | 0.62% | -19.4% |
| Q2 2021 | $867,000 | -13.0% | 11,475 | -16.0% | 0.77% | -25.6% |
| Q1 2021 | $997,000 | -23.8% | 13,662 | -23.4% | 1.04% | -17.0% |
| Q4 2020 | $1,309,000 | – | 17,835 | – | 1.25% | – |
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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% |