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 | $19,762 | -3.4% | 303 | 0.0% | 0.01% | +12.5% |
| Q2 2023 | $20,453 | +39.7% | 303 | +44.3% | 0.01% | +14.3% |
| Q1 2023 | $14,637 | -71.0% | 210 | -73.6% | 0.01% | -69.6% |
| Q4 2022 | $50,550 | +12.3% | 795 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $45,000 | +21.6% | 795 | +35.9% | 0.02% | +21.1% |
| Q2 2022 | $37,000 | -35.1% | 585 | -26.4% | 0.02% | -24.0% |
| Q1 2022 | $57,000 | -6.6% | 795 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $61,000 | +1.7% | 795 | 0.0% | 0.02% | -10.7% |
| Q3 2021 | $60,000 | 0.0% | 795 | 0.0% | 0.03% | +3.7% |
| Q2 2021 | $60,000 | -7.7% | 795 | -11.2% | 0.03% | -15.6% |
| Q1 2021 | $65,000 | 0.0% | 895 | 0.0% | 0.03% | -13.5% |
| Q4 2020 | $65,000 | +6.6% | 895 | 0.0% | 0.04% | +2.8% |
| Q3 2020 | $61,000 | – | 895 | – | 0.04% | – |
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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% |