ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 574 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $144,165 | -1.7% | 2,080 | 0.0% | 0.11% | -3.4% |
| Q1 2024 | $146,640 | -21.5% | 2,080 | -22.8% | 0.12% | -24.7% |
| Q4 2023 | $186,871 | +6.3% | 2,695 | 0.0% | 0.15% | +4.1% |
| Q3 2023 | $175,768 | -17.5% | 2,695 | -14.7% | 0.15% | -13.5% |
| Q2 2023 | $213,165 | -0.2% | 3,158 | 0.0% | 0.17% | -3.9% |
| Q1 2023 | $213,639 | +6.4% | 3,158 | 0.0% | 0.18% | +3.5% |
| Q4 2022 | $200,801 | +4.6% | 3,158 | -6.4% | 0.17% | -1.7% |
| Q3 2022 | $192,000 | -13.5% | 3,374 | -4.0% | 0.18% | -8.4% |
| Q2 2022 | $222,000 | -32.5% | 3,513 | -22.6% | 0.19% | -28.7% |
| Q1 2022 | $329,000 | -9.9% | 4,540 | -4.7% | 0.27% | -9.5% |
| Q4 2021 | $365,000 | – | 4,764 | – | 0.30% | – |
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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% |