ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 454 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $564,668 | -12.5% | 8,141 | -12.5% | 0.04% | -23.4% |
| Q4 2023 | $645,259 | +16.7% | 9,305 | +9.8% | 0.05% | 0.0% |
| Q3 2023 | $552,857 | +2.8% | 8,476 | +6.6% | 0.05% | -6.0% |
| Q1 2023 | $537,732 | +109195.1% | 7,948 | +2.6% | 0.05% | +2.0% |
| Q4 2022 | $492 | -99.9% | 7,748 | -8.2% | 0.05% | +11.4% |
| Q3 2022 | $480,000 | -9.4% | 8,436 | +0.7% | 0.04% | -21.4% |
| Q2 2022 | $530,000 | -8.0% | 8,375 | +4.9% | 0.06% | -3.4% |
| Q1 2022 | $576,000 | -1.0% | 7,987 | +5.3% | 0.06% | +1.8% |
| Q4 2021 | $582,000 | +1.4% | 7,587 | -0.5% | 0.06% | -8.1% |
| Q3 2021 | $574,000 | +25.9% | 7,625 | +26.2% | 0.06% | +21.6% |
| Q2 2021 | $456,000 | +1.8% | 6,040 | -1.7% | 0.05% | -8.9% |
| Q1 2021 | $448,000 | -0.4% | 6,142 | 0.0% | 0.06% | -9.7% |
| Q4 2020 | $450,000 | -3.0% | 6,142 | -10.0% | 0.06% | -17.3% |
| Q3 2020 | $464,000 | -12.5% | 6,822 | -15.1% | 0.08% | -21.9% |
| Q2 2020 | $530,000 | +2.7% | 8,032 | -3.5% | 0.10% | -16.5% |
| Q1 2020 | $516,000 | -14.7% | 8,322 | +2.5% | 0.12% | +4.5% |
| Q4 2019 | $605,000 | -0.7% | 8,122 | -2.3% | 0.11% | -6.8% |
| Q3 2019 | $609,000 | – | 8,312 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 642,608 | $47,913,000 | 34.23% |
| Shelter Ins Retirement Plan | 810,200 | $60,384,000 | 31.52% |
| HILLTOP WEALTH ADVISORS, LLC | 370,050 | $27,584,000 | 28.61% |
| CXI Advisors | 138,241 | $10,304,000 | 23.10% |
| Monterey Private Wealth, Inc. | 315,024 | $23,482,000 | 18.84% |
| Financial Advisors, LLC | 418,046 | $31,161,000 | 17.66% |
| Legacy Financial Advisors, Inc. | 575,665 | $42,910,000 | 13.57% |
| Burt Wealth Advisors | 454,371 | $33,869,000 | 13.22% |
| Peterson Wealth Advisors, LLC | 303,176 | $22,599,000 | 12.92% |
| Cardinal Strategic Wealth Guidance | 197,893 | $14,749,000 | 12.68% |