ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 539 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $222,000 | -9.4% | 3,373 | 0.0% | 0.29% | -7.0% |
| Q1 2022 | $245,000 | -4.7% | 3,373 | 0.0% | 0.31% | -7.9% |
| Q4 2021 | $257,000 | +1.6% | 3,373 | 0.0% | 0.34% | -12.1% |
| Q3 2021 | $253,000 | -0.8% | 3,373 | 0.0% | 0.39% | -4.0% |
| Q2 2021 | $255,000 | +3.2% | 3,373 | +0.4% | 0.40% | -8.6% |
| Q1 2021 | $247,000 | -3.5% | 3,360 | -3.7% | 0.44% | -11.8% |
| Q4 2020 | $256,000 | +7.6% | 3,490 | 0.0% | 0.50% | -18.4% |
| Q3 2020 | $238,000 | -2.9% | 3,490 | -5.9% | 0.61% | -22.4% |
| Q2 2020 | $245,000 | – | 3,710 | – | 0.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 680,595 | $49,554,000 | 32.19% |
| Burt Wealth Advisors | 438,801 | $31,949,000 | 14.50% |
| SimpliFi, Inc. | 246,991 | $17,983,000 | 12.51% |
| Peterson Wealth Advisors, LLC | 228,488 | $16,636,000 | 12.14% |
| Legacy Financial Advisors, Inc. | 438,442 | $31,923,000 | 11.56% |
| Smart Money Group LLC | 153,276 | $11,160,000 | 10.13% |
| Merit Financial Group, LLC | 852,083 | $61,403,000 | 9.83% |
| Price Wealth, LLC | 361,686 | $26,334,000 | 9.81% |
| Arcus Capital Partners, LLC | 237,268 | $17,275,000 | 8.15% |
| Mascoma Wealth Management LLC | 168,011 | $12,233,000 | 8.07% |