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 | $3,183,149 | +4.1% | 45,887 | +6.3% | 0.01% | 0.0% |
| Q1 2024 | $3,058,900 | +56.5% | 43,156 | +53.1% | 0.01% | +28.6% |
| Q4 2023 | $1,954,493 | +2.7% | 28,187 | -3.4% | 0.01% | 0.0% |
| Q3 2023 | $1,902,678 | -10.4% | 29,173 | -7.3% | 0.01% | -12.5% |
| Q2 2023 | $2,124,435 | +137850.3% | 31,473 | +38.2% | 0.01% | +14.3% |
| Q1 2023 | $1,540 | +57.6% | 22,770 | +48.1% | 0.01% | +40.0% |
| Q4 2022 | $977 | -99.9% | 15,378 | -35.9% | 0.01% | -28.6% |
| Q3 2022 | $1,367,000 | -49.9% | 24,000 | -44.3% | 0.01% | -50.0% |
| Q2 2022 | $2,727,000 | +69.5% | 43,093 | +93.2% | 0.01% | +75.0% |
| Q1 2022 | $1,609,000 | +14.6% | 22,308 | +22.0% | 0.01% | +14.3% |
| Q4 2021 | $1,404,000 | -83.0% | 18,291 | -83.3% | 0.01% | -83.7% |
| Q3 2021 | $8,242,000 | +571.2% | 109,405 | +572.5% | 0.04% | +514.3% |
| Q2 2021 | $1,228,000 | +193.8% | 16,269 | +183.5% | 0.01% | +133.3% |
| Q1 2021 | $418,000 | +156.4% | 5,738 | +158.4% | 0.00% | +200.0% |
| Q4 2020 | $163,000 | +4.5% | 2,221 | -3.3% | 0.00% | 0.0% |
| Q3 2020 | $156,000 | -79.3% | 2,297 | -79.9% | 0.00% | -87.5% |
| Q2 2020 | $755,000 | +504.0% | 11,424 | +465.0% | 0.01% | +300.0% |
| Q1 2020 | $125,000 | +50.6% | 2,022 | +81.0% | 0.00% | +100.0% |
| Q4 2019 | $83,000 | +38.3% | 1,117 | +36.2% | 0.00% | 0.0% |
| Q3 2019 | $60,000 | 0.0% | 820 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $60,000 | – | 820 | – | 0.00% | – |
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% |