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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,207 | -2.1% | 176 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $12,475 | +2.2% | 176 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $12,204 | +6.3% | 176 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $11,479 | -3.4% | 176 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $11,880 | -45.8% | 176 | -45.7% | 0.00% | -50.0% |
| Q1 2023 | $21,919 | +6.4% | 324 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $20,602 | +14.5% | 324 | 0.0% | 0.01% | +20.0% |
| Q3 2022 | $18,000 | -14.3% | 324 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $21,000 | -8.7% | 324 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $23,000 | -8.0% | 324 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $25,000 | +4.2% | 324 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $24,000 | 0.0% | 324 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $24,000 | +4.3% | 324 | 0.0% | 0.01% | +16.7% |
| Q1 2021 | $23,000 | -74.2% | 324 | -73.3% | 0.01% | -76.9% |
| Q4 2020 | $89,000 | +11.2% | 1,214 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $80,000 | – | 1,214 | – | 0.03% | – |
Download | ||||||
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% |