ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 413 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $298,227 | -2.2% | 4,300 | 0.0% | 0.08% | -6.0% |
| Q1 2024 | $304,784 | +2.2% | 4,300 | 0.0% | 0.08% | 0.0% |
| Q4 2023 | $298,162 | +6.3% | 4,300 | 0.0% | 0.08% | +7.7% |
| Q3 2023 | $280,446 | -3.4% | 4,300 | 0.0% | 0.08% | +4.0% |
| Q2 2023 | $290,250 | -0.2% | 4,300 | 0.0% | 0.08% | 0.0% |
| Q1 2023 | $290,895 | +6.4% | 4,300 | 0.0% | 0.08% | +2.7% |
| Q4 2022 | $273,416 | +11.6% | 4,300 | 0.0% | 0.07% | +4.3% |
| Q3 2022 | $245,000 | -9.9% | 4,300 | 0.0% | 0.07% | -4.1% |
| Q2 2022 | $272,000 | -12.3% | 4,300 | 0.0% | 0.07% | 0.0% |
| Q1 2022 | $310,000 | -6.1% | 4,300 | 0.0% | 0.07% | -3.9% |
| Q4 2021 | $330,000 | +1.9% | 4,300 | 0.0% | 0.08% | +2.7% |
| Q3 2021 | $324,000 | -0.3% | 4,300 | 0.0% | 0.07% | -2.6% |
| Q2 2021 | $325,000 | +3.5% | 4,300 | 0.0% | 0.08% | 0.0% |
| Q1 2021 | $314,000 | -0.6% | 4,300 | 0.0% | 0.08% | -5.0% |
| Q4 2020 | $316,000 | +7.8% | 4,300 | 0.0% | 0.08% | -2.4% |
| Q3 2020 | $293,000 | +3.2% | 4,300 | 0.0% | 0.08% | -3.5% |
| Q2 2020 | $284,000 | +6.4% | 4,300 | 0.0% | 0.08% | -18.3% |
| Q1 2020 | $267,000 | -16.8% | 4,300 | 0.0% | 0.10% | +9.5% |
| Q4 2019 | $321,000 | +1.9% | 4,300 | 0.0% | 0.10% | -12.8% |
| Q3 2019 | $315,000 | +1.0% | 4,300 | 0.0% | 0.11% | +5350.0% |
| Q2 2019 | $312,000 | +0.6% | 4,300 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $310,000 | +8.0% | 4,300 | 0.0% | 0.00% | -90.9% |
| Q4 2018 | $287,000 | -9.7% | 4,300 | -1.2% | 0.02% | -82.7% |
| Q1 2018 | $318,000 | +2.9% | 4,352 | +0.0% | 0.13% | -3.1% |
| Q4 2017 | $309,000 | +2.7% | 4,351 | 0.0% | 0.13% | +4.0% |
| Q2 2017 | $301,000 | – | 4,351 | – | 0.13% | – |
Download | ||||||
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% |