ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 477 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $38,493 | -2.2% | 555 | 0.0% | 0.01% | -6.7% |
| Q1 2024 | $39,339 | +2.2% | 555 | 0.0% | 0.02% | -6.2% |
| Q4 2023 | $38,484 | -57.8% | 555 | -60.4% | 0.02% | -61.9% |
| Q3 2023 | $91,289 | -18.4% | 1,400 | -15.5% | 0.04% | -17.6% |
| Q2 2023 | $111,830 | -23.7% | 1,657 | -28.1% | 0.05% | -30.1% |
| Q4 2022 | $146,584 | – | 2,305 | – | 0.07% | – |
Download | ||||||
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% |