ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 468 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,522 | +0.8% | 194,972 | +3.1% | 4.28% | -1.2% |
| Q1 2024 | $13,410 | +2.9% | 189,183 | +0.6% | 4.33% | -3.3% |
| Q4 2023 | $13,037 | +6.8% | 188,022 | +4.0% | 4.48% | +3.0% |
| Q2 2023 | $12,204 | +7.3% | 180,800 | +7.6% | 4.35% | +1.8% |
| Q1 2023 | $11,371 | +6.0% | 168,093 | -0.4% | 4.27% | +0.1% |
| Q4 2022 | $10,729 | -99.9% | 168,740 | -0.2% | 4.27% | -1.7% |
| Q3 2022 | $9,643,000 | -11.6% | 169,156 | -1.8% | 4.34% | -4.2% |
| Q2 2022 | $10,910,000 | -12.0% | 172,334 | +0.2% | 4.53% | +4.4% |
| Q1 2022 | $12,401,000 | -5.6% | 171,911 | +0.5% | 4.34% | -0.5% |
| Q4 2021 | $13,130,000 | +9.9% | 171,031 | +7.9% | 4.36% | +0.3% |
| Q3 2021 | $11,942,000 | +12.1% | 158,509 | +8.6% | 4.34% | +2.7% |
| Q1 2021 | $10,649,000 | +2.0% | 145,893 | +2.5% | 4.23% | -9.4% |
| Q4 2020 | $10,445,000 | +7.4% | 142,287 | -0.3% | 4.67% | -4.3% |
| Q3 2020 | $9,728,000 | +2.5% | 142,780 | -0.6% | 4.88% | -6.6% |
| Q2 2020 | $9,495,000 | +13.4% | 143,667 | +7.8% | 5.22% | -6.4% |
| Q1 2020 | $8,376,000 | -16.0% | 133,288 | -0.6% | 5.58% | +11.4% |
| Q4 2019 | $9,968,000 | +2.3% | 134,129 | +0.9% | 5.01% | -5.9% |
| Q3 2019 | $9,748,000 | +5.0% | 132,945 | +4.1% | 5.32% | +3.8% |
| Q2 2019 | $9,280,000 | +1.8% | 127,757 | +0.9% | 5.13% | -30.9% |
| Q1 2019 | $9,116,000 | +12.6% | 126,605 | +4.1% | 7.42% | -0.3% |
| Q4 2018 | $8,095,000 | +2.9% | 121,566 | +12.5% | 7.44% | +73.3% |
| Q3 2018 | $7,867,000 | +3.4% | 108,054 | +1.1% | 4.29% | -1.7% |
| Q2 2018 | $7,606,000 | -3.0% | 106,917 | +0.4% | 4.36% | -0.4% |
| Q1 2018 | $7,845,000 | +6.0% | 106,465 | +5.0% | 4.38% | +5.8% |
| Q4 2017 | $7,403,000 | – | 101,443 | – | 4.14% | – |
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% |