ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 571 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,842 | +93.2% | 120 | +100.0% | 0.00% | +100.0% |
| Q2 2023 | $4,058 | -0.2% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,067 | +6.4% | 60 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,822 | +27.4% | 60 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | -100.0% | 60 | -93.3% | 0.00% | -94.1% |
| Q2 2022 | $56,353,000 | +1408725.0% | 890 | +1383.3% | 0.03% | +1033.3% |
| Q1 2022 | $4,000 | -99.9% | 60 | -99.9% | 0.00% | -99.9% |
| Q4 2021 | $3,366,000 | -30.3% | 43,832 | -31.6% | 2.15% | -20.7% |
| Q3 2021 | $4,831,000 | +15.3% | 64,108 | +15.7% | 2.71% | -19.6% |
| Q2 2021 | $4,191,000 | – | 55,418 | – | 3.37% | – |
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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% |