ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 529 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,059,090 | +6.4% | 15,274 | +0.1% | 0.15% | +9.7% |
| Q3 2023 | $995,670 | +17.3% | 15,266 | +21.4% | 0.13% | +9.8% |
| Q2 2023 | $849,105 | +16.8% | 12,579 | +17.1% | 0.12% | +6.1% |
| Q1 2023 | $726,779 | +1.5% | 10,743 | -4.6% | 0.12% | -8.7% |
| Q4 2022 | $715,855 | +35.1% | 11,258 | +21.0% | 0.13% | -5.3% |
| Q3 2022 | $530,000 | -10.0% | 9,305 | 0.0% | 0.13% | -19.9% |
| Q2 2022 | $589,000 | -18.3% | 9,305 | -7.0% | 0.17% | -7.8% |
| Q1 2022 | $721,000 | -20.8% | 10,000 | -15.6% | 0.18% | -24.1% |
| Q4 2021 | $910,000 | +21.5% | 11,852 | +19.3% | 0.24% | -3.3% |
| Q3 2021 | $749,000 | +22.4% | 9,935 | +22.6% | 0.24% | +26.9% |
| Q2 2021 | $612,000 | -3.5% | 8,106 | -6.6% | 0.19% | -15.4% |
| Q1 2021 | $634,000 | -55.8% | 8,681 | -55.6% | 0.23% | -60.3% |
| Q4 2020 | $1,435,000 | – | 19,549 | – | 0.57% | – |
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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% |