ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 477 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,400 | +7.6% | 49 | +2.1% | 0.00% | 0.0% |
| Q3 2023 | $3,160 | -3.4% | 48 | 0.0% | 0.00% | +50.0% |
| Q2 2023 | $3,270 | -74.5% | 48 | -74.7% | 0.00% | -80.0% |
| Q1 2023 | $12,837 | +6.4% | 190 | 0.0% | 0.01% | +11.1% |
| Q4 2022 | $12,065 | +20.6% | 190 | +13.1% | 0.01% | 0.0% |
| Q3 2022 | $10,000 | +11.1% | 168 | +25.4% | 0.01% | +28.6% |
| Q2 2022 | $9,000 | +12.5% | 134 | +20.7% | 0.01% | +40.0% |
| Q1 2022 | $8,000 | -11.1% | 111 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $9,000 | +28.6% | 111 | +19.4% | 0.01% | +20.0% |
| Q3 2021 | $7,000 | +40.0% | 93 | +34.8% | 0.01% | +25.0% |
| Q2 2021 | $5,000 | – | 69 | – | 0.00% | – |
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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% |