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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $683,000 | -17.4% | 9,461 | -12.1% | 0.10% | -18.8% |
| Q4 2021 | $827,000 | +10.6% | 10,769 | +8.4% | 0.12% | +0.9% |
| Q3 2021 | $748,000 | -0.9% | 9,931 | -0.7% | 0.12% | -3.3% |
| Q2 2021 | $755,000 | -80.8% | 9,996 | -81.5% | 0.12% | -83.3% |
| Q1 2021 | $3,938,000 | -29.1% | 53,946 | -28.7% | 0.72% | -30.2% |
| Q4 2020 | $5,555,000 | -9.0% | 75,672 | -15.5% | 1.03% | -28.2% |
| Q3 2020 | $6,103,000 | -6.0% | 89,572 | -8.9% | 1.43% | -14.8% |
| Q2 2020 | $6,495,000 | +4.6% | 98,325 | -1.7% | 1.68% | -12.7% |
| Q1 2020 | $6,210,000 | +33.7% | 100,074 | +60.7% | 1.93% | +115.7% |
| Q4 2019 | $4,643,000 | – | 62,291 | – | 0.89% | – |
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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% |