ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 477 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,733,549 | -3.1% | 24,995 | -1.0% | 0.06% | -9.7% |
Q1 2024 | $1,789,264 | +0.7% | 25,243 | -1.5% | 0.07% | -8.9% |
Q4 2023 | $1,776,733 | -0.0% | 25,623 | -6.0% | 0.08% | -12.2% |
Q3 2023 | $1,777,206 | -4.2% | 27,249 | -0.9% | 0.09% | -7.2% |
Q2 2023 | $1,856,034 | +6.2% | 27,496 | +6.4% | 0.10% | -3.0% |
Q1 2023 | $1,748,328 | +1.9% | 25,844 | -4.2% | 0.10% | -7.4% |
Q4 2022 | $1,715,760 | +1.2% | 26,984 | -9.3% | 0.11% | -16.3% |
Q3 2022 | $1,696,000 | -3.0% | 29,757 | +7.8% | 0.13% | -16.2% |
Q2 2022 | $1,748,000 | -12.3% | 27,606 | -0.1% | 0.15% | +2.0% |
Q1 2022 | $1,994,000 | -15.9% | 27,640 | -10.5% | 0.15% | -13.7% |
Q4 2021 | $2,370,000 | -16.4% | 30,871 | -18.0% | 0.18% | -24.2% |
Q3 2021 | $2,835,000 | -15.1% | 37,633 | -14.9% | 0.23% | +9.0% |
Q2 2021 | $3,340,000 | -17.7% | 44,215 | -20.4% | 0.21% | -27.4% |
Q1 2021 | $4,057,000 | -4.7% | 55,577 | -4.2% | 0.29% | -17.5% |
Q4 2020 | $4,258,000 | +6.3% | 58,006 | -1.3% | 0.35% | -11.9% |
Q3 2020 | $4,004,000 | -0.4% | 58,767 | -3.5% | 0.40% | -27.0% |
Q2 2020 | $4,022,000 | +18.1% | 60,880 | +10.9% | 0.55% | +12.2% |
Q1 2020 | $3,407,000 | -15.2% | 54,910 | +1.9% | 0.49% | +3.2% |
Q4 2019 | $4,019,000 | +221.3% | 53,902 | +215.6% | 0.48% | +180.0% |
Q3 2019 | $1,251,000 | +155.8% | 17,077 | +153.8% | 0.17% | +139.4% |
Q2 2019 | $489,000 | +38.1% | 6,729 | +36.9% | 0.07% | +20.3% |
Q1 2019 | $354,000 | +1866.7% | 4,917 | +1859.0% | 0.06% | +1080.0% |
Q1 2018 | $18,000 | +12.5% | 251 | +19.0% | 0.01% | +25.0% |
Q4 2017 | $16,000 | +166.7% | 211 | +160.5% | 0.00% | +33.3% |
Q3 2017 | $6,000 | -85.0% | 81 | 0.0% | 0.00% | -84.2% |
Q2 2017 | $40,000 | +700.0% | 81 | +8.0% | 0.02% | +533.3% |
Q1 2017 | $5,000 | +25.0% | 75 | +2.7% | 0.00% | 0.0% |
Q4 2016 | $4,000 | – | 73 | – | 0.00% | – |
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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% |