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 | $588 | -12.2% | 8,482 | -10.2% | 0.43% | +122.6% |
| Q1 2024 | $670 | -37.1% | 9,449 | -38.5% | 0.20% | -40.7% |
| Q4 2023 | $1,065 | -11.5% | 15,363 | -16.7% | 0.33% | -20.0% |
| Q3 2023 | $1,203 | -12.8% | 18,438 | -9.8% | 0.41% | -65.8% |
| Q2 2023 | $1,380 | -19.5% | 20,446 | -19.3% | 1.20% | +101.3% |
| Q1 2023 | $1,714 | -28.1% | 25,331 | -32.4% | 0.60% | -32.2% |
| Q4 2022 | $2,383 | -100.0% | 37,475 | -72.9% | 0.88% | -75.5% |
| Q3 2022 | $7,883,000 | -12.1% | 138,288 | -2.3% | 3.60% | -9.8% |
| Q2 2022 | $8,964,000 | -12.3% | 141,583 | -0.1% | 3.99% | -1.8% |
| Q1 2022 | $10,226,000 | -5.8% | 141,759 | +0.2% | 4.06% | -1.2% |
| Q4 2021 | $10,856,000 | +4.6% | 141,409 | +2.6% | 4.11% | -54.5% |
| Q3 2021 | $10,383,000 | +7.4% | 137,818 | +4.1% | 9.02% | +103.5% |
| Q1 2021 | $9,668,000 | -0.1% | 132,451 | +0.5% | 4.43% | -12.6% |
| Q4 2020 | $9,673,000 | +7.2% | 131,761 | -0.5% | 5.07% | -5.3% |
| Q3 2020 | $9,024,000 | +5.2% | 132,459 | +2.0% | 5.36% | -1.9% |
| Q2 2020 | $8,581,000 | +4.9% | 129,904 | -1.5% | 5.46% | -11.7% |
| Q1 2020 | $8,184,000 | -6.0% | 131,891 | +13.0% | 6.18% | +7.0% |
| Q4 2019 | $8,703,000 | +7.6% | 116,756 | +5.8% | 5.77% | -2.2% |
| Q3 2019 | $8,088,000 | +12.9% | 110,372 | +11.9% | 5.90% | +7.1% |
| Q2 2019 | $7,162,000 | +13.6% | 98,597 | +12.6% | 5.51% | +5.4% |
| Q1 2019 | $6,303,000 | +26.2% | 87,544 | +16.8% | 5.23% | +7.6% |
| Q4 2018 | $4,996,000 | – | 74,953 | – | 4.86% | – |
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% |