ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 517 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $309,927 | -42.6% | 4,470 | -46.0% | 0.01% | -52.6% |
| Q3 2023 | $539,629 | +65.0% | 8,274 | +70.8% | 0.02% | +46.2% |
| Q2 2023 | $327,036 | -6.7% | 4,845 | -6.5% | 0.01% | -13.3% |
| Q1 2023 | $350,696 | +4.5% | 5,184 | -1.7% | 0.02% | 0.0% |
| Q4 2022 | $335,473 | -64.4% | 5,276 | -68.1% | 0.02% | -66.7% |
| Q3 2022 | $942,000 | -20.8% | 16,532 | -11.9% | 0.04% | -21.1% |
| Q2 2022 | $1,189,000 | -29.0% | 18,773 | -19.1% | 0.06% | -23.0% |
| Q1 2022 | $1,674,716 | +0.9% | 23,215 | +7.4% | 0.07% | +7.2% |
| Q4 2021 | $1,659,000 | +12.5% | 21,611 | +10.4% | 0.07% | -1.4% |
| Q3 2021 | $1,475,000 | -1.1% | 19,578 | -0.8% | 0.07% | -5.4% |
| Q2 2021 | $1,491,000 | -29.1% | 19,741 | -31.0% | 0.07% | -37.8% |
| Q1 2021 | $2,103,000 | +5.0% | 28,618 | +4.9% | 0.12% | -17.9% |
| Q4 2020 | $2,002,000 | +19.7% | 27,278 | +11.1% | 0.14% | -3.3% |
| Q3 2020 | $1,673,000 | +4.9% | 24,550 | +1.7% | 0.15% | -6.2% |
| Q2 2020 | $1,595,000 | +3.1% | 24,148 | -3.1% | 0.16% | -23.4% |
| Q1 2020 | $1,547,000 | +80.3% | 24,933 | +116.5% | 0.21% | +93.5% |
| Q4 2019 | $858,000 | +37.3% | 11,516 | +35.0% | 0.11% | +10.2% |
| Q3 2019 | $625,000 | +13.6% | 8,530 | +12.7% | 0.10% | +6.5% |
| Q2 2019 | $550,000 | – | 7,570 | – | 0.09% | – |
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% |