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 2023 | $205,743 | +0.3% | 3,048 | +0.5% | 0.03% | -12.5% |
| Q1 2023 | $205,139 | -95.5% | 3,032 | -96.2% | 0.03% | -95.8% |
| Q3 2022 | $4,595,000 | -47.9% | 80,592 | -42.2% | 0.77% | -43.1% |
| Q2 2022 | $8,824,000 | -19.9% | 139,381 | -8.7% | 1.35% | -12.3% |
| Q1 2022 | $11,011,000 | +0.1% | 152,637 | +6.5% | 1.54% | -1.8% |
| Q4 2021 | $11,000,000 | +4.9% | 143,288 | +3.0% | 1.56% | -5.5% |
| Q3 2021 | $10,482,000 | +1.5% | 139,127 | +1.7% | 1.66% | -0.1% |
| Q2 2021 | $10,330,000 | +11.9% | 136,749 | +8.2% | 1.66% | +4.8% |
| Q1 2021 | $9,228,000 | +17.7% | 126,430 | +18.4% | 1.58% | +8.2% |
| Q4 2020 | $7,838,000 | +7.5% | 106,768 | -0.2% | 1.46% | -9.4% |
| Q3 2020 | $7,288,000 | +2.7% | 106,977 | -0.4% | 1.61% | -3.1% |
| Q2 2020 | $7,097,000 | +12.8% | 107,436 | +6.0% | 1.66% | -1.9% |
| Q1 2020 | $6,291,000 | -7.4% | 101,379 | +11.2% | 1.70% | +18.7% |
| Q4 2019 | $6,796,000 | +3.8% | 91,174 | +4.5% | 1.43% | -1.0% |
| Q3 2019 | $6,545,000 | +5.5% | 87,215 | +2.1% | 1.44% | -2.8% |
| Q2 2019 | $6,206,627 | +45.0% | 85,444 | +43.7% | 1.48% | +36.2% |
| Q1 2019 | $4,280,760 | +21.0% | 59,455 | +12.0% | 1.09% | +5.0% |
| Q4 2018 | $3,537,000 | – | 53,062 | – | 1.04% | – |
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% |