ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 462 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $21,477 | +2.2% | 303 | 0.0% | 0.01% | -25.0% |
| Q4 2023 | $21,010 | +6.3% | 303 | 0.0% | 0.01% | -11.1% |
| 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% | – |
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% |