ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 462 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $320 | -2.4% | 4,617 | -0.1% | 0.02% | -8.3% |
| Q1 2024 | $328 | +35.5% | 4,622 | +32.4% | 0.02% | +50.0% |
| Q4 2023 | $242 | -17.1% | 3,492 | -19.1% | 0.02% | -15.8% |
| Q2 2023 | $292 | -0.7% | 4,319 | -0.6% | 0.02% | -17.4% |
| Q1 2023 | $294 | -100.0% | 4,343 | -86.9% | 0.02% | -87.6% |
| Q2 2022 | $2,099,000 | -58.9% | 33,150 | -53.2% | 0.18% | -50.9% |
| Q1 2022 | $5,113,000 | +920.6% | 70,879 | +985.8% | 0.38% | +1078.1% |
| Q4 2021 | $501,000 | -2.0% | 6,528 | -3.7% | 0.03% | -15.8% |
| Q3 2021 | $511,000 | -7.3% | 6,777 | -7.2% | 0.04% | +15.2% |
| Q2 2021 | $551,000 | -84.8% | 7,299 | -85.3% | 0.03% | -85.8% |
| Q1 2021 | $3,635,000 | – | 49,801 | – | 0.23% | – |
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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% |