ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 454 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $73,000 | -16.1% | 1,148 | -4.6% | 0.01% | -9.1% |
| Q1 2022 | $87,000 | -16.3% | 1,203 | -11.1% | 0.01% | -8.3% |
| Q4 2021 | $104,000 | +5.1% | 1,353 | +3.4% | 0.01% | 0.0% |
| Q3 2021 | $99,000 | -1.0% | 1,308 | -1.4% | 0.01% | -7.7% |
| Q2 2021 | $100,000 | -2.0% | 1,327 | -5.5% | 0.01% | -7.1% |
| Q1 2021 | $102,000 | -12.8% | 1,404 | -11.9% | 0.01% | -22.2% |
| Q4 2020 | $117,000 | – | 1,594 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 642,608 | $47,913,000 | 34.23% |
| Shelter Ins Retirement Plan | 810,200 | $60,384,000 | 31.52% |
| HILLTOP WEALTH ADVISORS, LLC | 370,050 | $27,584,000 | 28.61% |
| CXI Advisors | 138,241 | $10,304,000 | 23.10% |
| Monterey Private Wealth, Inc. | 315,024 | $23,482,000 | 18.84% |
| Financial Advisors, LLC | 418,046 | $31,161,000 | 17.66% |
| Legacy Financial Advisors, Inc. | 575,665 | $42,910,000 | 13.57% |
| Burt Wealth Advisors | 454,371 | $33,869,000 | 13.22% |
| Peterson Wealth Advisors, LLC | 303,176 | $22,599,000 | 12.92% |
| Cardinal Strategic Wealth Guidance | 197,893 | $14,749,000 | 12.68% |