ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 532 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $765,000 | -11.0% | 13,425 | -1.1% | 0.11% | -14.6% |
| Q2 2022 | $860,000 | -12.9% | 13,580 | -0.7% | 0.13% | -9.1% |
| Q1 2022 | $987,000 | -8.5% | 13,680 | -2.7% | 0.14% | -0.7% |
| Q4 2021 | $1,079,000 | +1.7% | 14,057 | -0.1% | 0.14% | -1.4% |
| Q3 2021 | $1,061,000 | -51.4% | 14,078 | -51.3% | 0.15% | -54.4% |
| Q2 2021 | $2,185,000 | +2.6% | 28,930 | -0.9% | 0.32% | +3.6% |
| Q1 2021 | $2,130,000 | -1.0% | 29,180 | -0.4% | 0.31% | -8.3% |
| Q4 2020 | $2,151,000 | – | 29,299 | – | 0.34% | – |
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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% |