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 | $387,543 | -27.4% | 5,942 | -24.9% | 0.18% | -24.3% |
| Q2 2023 | $533,769 | +46.3% | 7,908 | +46.7% | 0.24% | +27.7% |
| Q1 2023 | $364,749 | -35.2% | 5,392 | -39.1% | 0.18% | -32.8% |
| Q4 2022 | $562,756 | +5.2% | 8,850 | -3.7% | 0.27% | +2.6% |
| Q3 2022 | $535,000 | -16.8% | 9,188 | -6.2% | 0.27% | -18.1% |
| Q2 2022 | $643,000 | -16.1% | 9,792 | -12.5% | 0.33% | -21.6% |
| Q1 2022 | $766,000 | -15.7% | 11,195 | -5.4% | 0.42% | -14.8% |
| Q4 2021 | $909,000 | -1.9% | 11,837 | -2.1% | 0.49% | -5.4% |
| Q3 2021 | $927,000 | -3.2% | 12,089 | -2.5% | 0.52% | -9.2% |
| Q2 2021 | $958,000 | -2.6% | 12,395 | -6.3% | 0.57% | -15.6% |
| Q1 2021 | $984,000 | -0.4% | 13,225 | -0.1% | 0.67% | -3.9% |
| Q4 2020 | $988,000 | – | 13,240 | – | 0.70% | – |
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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% |