ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 435 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.06 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $171 | +2.4% | 2,527 | -3.6% | 0.12% | +7.3% |
| Q4 2022 | $167 | -100.0% | 2,621 | -80.7% | 0.11% | -83.6% |
| Q3 2022 | $775,000 | -10.6% | 13,590 | +96971.4% | 0.67% | -15.5% |
| Q2 2022 | $867,000 | -13.7% | 14 | 0.0% | 0.79% | -1.5% |
| Q1 2022 | $1,005,000 | -19.3% | 14 | -99.9% | 0.80% | -10.0% |
| Q4 2021 | $1,245,000 | -25.1% | 16,212 | -26.5% | 0.89% | -39.7% |
| Q3 2021 | $1,662,000 | -53.4% | 22,062 | -53.3% | 1.48% | -45.0% |
| Q2 2021 | $3,568,000 | -15.4% | 47,229 | -18.2% | 2.70% | -19.2% |
| Q1 2021 | $4,218,000 | -34.4% | 57,715 | -34.1% | 3.34% | -32.9% |
| Q4 2020 | $6,431,000 | -54.2% | 87,605 | -57.5% | 4.98% | -47.4% |
| Q3 2020 | $14,051,000 | -0.3% | 206,236 | -3.4% | 9.46% | +5.1% |
| Q2 2020 | $14,099,000 | +11.0% | 213,427 | +4.3% | 9.00% | -2.0% |
| Q1 2020 | $12,703,000 | -31.4% | 204,722 | -17.6% | 9.18% | -8.1% |
| Q4 2019 | $18,514,000 | +72.0% | 248,383 | +69.1% | 9.99% | +36.9% |
| Q3 2019 | $10,763,000 | +4.7% | 146,876 | +3.8% | 7.30% | -2.0% |
| Q2 2019 | $10,277,000 | +4.3% | 141,481 | +3.4% | 7.45% | +8.3% |
| Q1 2019 | $9,854,000 | +89.2% | 136,863 | +75.2% | 6.88% | +29.2% |
| Q4 2018 | $5,208,000 | +1.4% | 78,139 | +10.6% | 5.32% | +9.8% |
| Q3 2018 | $5,134,000 | – | 70,632 | – | 4.85% | – |
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% |