ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 468 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,273,685 | -4.3% | 47,202 | -2.2% | 0.99% | -19.5% |
| Q1 2024 | $3,420,965 | -1.1% | 48,264 | -3.2% | 1.23% | -11.8% |
| Q4 2023 | $3,457,999 | +1.4% | 49,870 | -4.7% | 1.39% | +126.5% |
| Q3 2023 | $3,411,713 | -5.6% | 52,311 | -2.3% | 0.62% | -4.8% |
| Q2 2023 | $3,613,915 | -5.3% | 53,539 | -5.1% | 0.65% | +10.1% |
| Q1 2023 | $3,815,921 | +3.0% | 56,407 | -3.2% | 0.59% | -7.8% |
| Q4 2022 | $3,703,874 | – | 58,251 | – | 0.64% | – |
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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% |