ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 511 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $221,000 | -6.0% | 3,057 | 0.0% | 0.07% | -8.8% |
| Q4 2021 | $235,000 | +1.7% | 3,057 | +4.1% | 0.08% | -4.8% |
| Q3 2021 | $231,000 | +2.7% | 2,937 | 0.0% | 0.08% | -3.4% |
| Q2 2021 | $225,000 | +7.1% | 2,937 | 0.0% | 0.09% | -5.4% |
| Q1 2021 | $210,000 | -2.8% | 2,937 | 0.0% | 0.09% | -4.2% |
| Q4 2020 | $216,000 | +5.4% | 2,937 | -5.5% | 0.10% | -21.3% |
| Q2 2020 | $205,000 | -19.3% | 3,107 | -11.2% | 0.12% | +37.1% |
| Q2 2019 | $254,000 | +86.8% | 3,499 | +85.4% | 0.09% | +15.6% |
| Q1 2019 | $136,000 | +7.1% | 1,887 | -0.9% | 0.08% | -3.8% |
| Q4 2018 | $127,000 | – | 1,905 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 680,595 | $49,554,000 | 32.19% |
| Burt Wealth Advisors | 438,801 | $31,949,000 | 14.50% |
| SimpliFi, Inc. | 246,991 | $17,983,000 | 12.51% |
| Peterson Wealth Advisors, LLC | 228,488 | $16,636,000 | 12.14% |
| Legacy Financial Advisors, Inc. | 438,442 | $31,923,000 | 11.56% |
| Smart Money Group LLC | 153,276 | $11,160,000 | 10.13% |
| Merit Financial Group, LLC | 852,083 | $61,403,000 | 9.83% |
| Price Wealth, LLC | 361,686 | $26,334,000 | 9.81% |
| Arcus Capital Partners, LLC | 237,268 | $17,275,000 | 8.15% |
| Mascoma Wealth Management LLC | 168,011 | $12,233,000 | 8.07% |