ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 435 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.06 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $234,324 | +4.1% | 3,379 | -2.1% | 0.02% | +7.1% |
| Q3 2023 | $225,181 | -8.7% | 3,453 | -5.6% | 0.01% | -33.3% |
| Q2 2023 | $246,756 | +0.1% | 3,656 | +0.4% | 0.02% | 0.0% |
| Q1 2023 | $246,483 | -7.6% | 3,643 | -13.2% | 0.02% | -19.2% |
| Q4 2022 | $266,788 | -10.8% | 4,196 | -20.0% | 0.03% | -18.8% |
| Q3 2022 | $299,000 | -42.6% | 5,246 | -36.3% | 0.03% | -25.6% |
| Q2 2022 | $521,000 | -72.7% | 8,235 | +213.6% | 0.04% | -44.2% |
| Q2 2019 | $1,907,000 | – | 2,626 | – | 0.08% | – |
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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% |