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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $856 | -39.2% | 12,341 | -37.8% | 0.07% | -70.9% |
| Q1 2024 | $1,407 | -1.4% | 19,846 | -3.6% | 0.24% | -7.8% |
| Q4 2023 | $1,427 | -0.6% | 20,579 | -6.5% | 0.26% | +12.2% |
| Q3 2023 | $1,435 | -5.8% | 22,009 | -2.5% | 0.23% | +17.4% |
| Q2 2023 | $1,523 | -0.5% | 22,567 | -0.2% | 0.20% | -29.9% |
| Q1 2023 | $1,530 | +2.2% | 22,613 | -4.0% | 0.28% | -18.2% |
| Q4 2022 | $1,497 | -100.0% | 23,549 | -98.7% | 0.34% | -58.4% |
| Q3 2022 | $3,554,000 | +46.5% | 1,806,431 | +4613.5% | 0.82% | +120.2% |
| Q2 2022 | $2,426,000 | +3223.3% | 38,325 | -99.1% | 0.37% | +16.7% |
| Q1 2022 | $73,000 | -98.3% | 4,239,434 | +7150.2% | 0.32% | -44.5% |
| Q4 2021 | $4,264,000 | -17.9% | 58,473 | -15.2% | 0.57% | -19.5% |
| Q3 2021 | $5,193,000 | -21.6% | 68,933 | -23.6% | 0.71% | -32.6% |
| Q4 2020 | $6,626,000 | – | 90,257 | – | 1.06% | – |
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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% |