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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $113,091 | +0.6% | 1,734 | +4.1% | 0.04% | 0.0% |
| Q2 2023 | $112,388 | -0.2% | 1,665 | 0.0% | 0.04% | -4.8% |
| Q1 2023 | $112,637 | +11.5% | 1,665 | +4.8% | 0.04% | +7.7% |
| Q4 2022 | $101,037 | -99.9% | 1,589 | 0.0% | 0.04% | +2.6% |
| Q3 2022 | $90,589,000 | -10.0% | 1,589 | 0.0% | 0.04% | -7.3% |
| Q2 2022 | $100,600,000 | -11.6% | 1,589 | 0.0% | 0.04% | +2.5% |
| Q1 2022 | $113,836,000 | -6.7% | 1,589 | 0.0% | 0.04% | -2.4% |
| Q4 2021 | $121,988,000 | +1.9% | 1,589 | 0.0% | 0.04% | -8.9% |
| Q3 2021 | $119,715,000 | -0.3% | 1,589 | 0.0% | 0.04% | -4.3% |
| Q2 2021 | $120,033,000 | +3.5% | 1,589 | 0.0% | 0.05% | -2.1% |
| Q1 2021 | $115,981,000 | -0.6% | 1,589 | 0.0% | 0.05% | -12.7% |
| Q4 2020 | $116,648,000 | -9.1% | 1,589 | -15.7% | 0.06% | -17.9% |
| Q3 2020 | $128,357,000 | +3.1% | 1,884 | 0.0% | 0.07% | -4.3% |
| Q2 2020 | $124,457,000 | +106273.5% | 1,884 | 0.0% | 0.07% | -11.4% |
| Q1 2020 | $117,000 | -16.4% | 1,884 | 0.0% | 0.08% | +6.8% |
| Q4 2019 | $140,000 | -0.7% | 1,884 | -1.9% | 0.07% | -12.9% |
| Q3 2019 | $141,000 | +1.4% | 1,920 | 0.0% | 0.08% | -4.5% |
| Q2 2019 | $139,000 | +0.7% | 1,920 | 0.0% | 0.09% | -4.3% |
| Q1 2019 | $138,000 | +7.8% | 1,920 | 0.0% | 0.09% | -17.0% |
| Q4 2018 | $128,000 | – | 1,920 | – | 0.11% | – |
Download | ||||||
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% |