ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 533 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,082,332 | -3.1% | 15,612 | -1.0% | 0.03% | -11.8% |
| Q1 2024 | $1,117,526 | +5.3% | 15,768 | +3.1% | 0.03% | -8.1% |
| Q4 2023 | $1,060,852 | -4.1% | 15,299 | -9.8% | 0.04% | -19.6% |
| Q3 2023 | $1,106,315 | -25.3% | 16,970 | -22.7% | 0.05% | -25.8% |
| Q2 2023 | $1,481,568 | +5.7% | 21,953 | +6.0% | 0.06% | -4.6% |
| Q1 2023 | $1,401,238 | +8.2% | 20,713 | +1.7% | 0.06% | -1.5% |
| Q4 2022 | $1,294,838 | -11.3% | 20,364 | -20.5% | 0.07% | -19.5% |
| Q3 2022 | $1,460,000 | -8.6% | 25,603 | +1.5% | 0.08% | -6.8% |
| Q2 2022 | $1,598,000 | -13.7% | 25,235 | -1.7% | 0.09% | -18.5% |
| Q1 2022 | $1,852,000 | +8.2% | 25,667 | +15.2% | 0.11% | +1.9% |
| Q4 2021 | $1,711,000 | +27.4% | 22,286 | +25.0% | 0.11% | +14.0% |
| Q3 2021 | $1,343,000 | +38.3% | 17,829 | +38.6% | 0.09% | +29.2% |
| Q2 2021 | $971,000 | +29.1% | 12,861 | +24.8% | 0.07% | 0.0% |
| Q1 2021 | $752,000 | -14.9% | 10,308 | -14.4% | 0.07% | -20.9% |
| Q4 2020 | $884,000 | -54.3% | 12,045 | -57.6% | 0.09% | -61.6% |
| Q3 2020 | $1,935,000 | -22.4% | 28,402 | -24.8% | 0.24% | -41.9% |
| Q2 2020 | $2,494,000 | -12.3% | 37,747 | -17.7% | 0.41% | -45.8% |
| Q1 2020 | $2,844,000 | -22.4% | 45,843 | -6.8% | 0.75% | -7.7% |
| Q4 2019 | $3,666,000 | +5.0% | 49,177 | +3.1% | 0.82% | -3.2% |
| Q3 2019 | $3,492,000 | +5.1% | 47,681 | +4.2% | 0.84% | +1.0% |
| Q2 2019 | $3,323,000 | +82.6% | 45,754 | +81.0% | 0.84% | +44.2% |
| Q1 2019 | $1,820,000 | – | 25,284 | – | 0.58% | – |
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% |