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 | $18 | 0.0% | 273 | +1.9% | 0.01% | 0.0% |
| Q1 2024 | $18 | 0.0% | 268 | 0.0% | 0.01% | -14.3% |
| Q4 2023 | $18 | +5.9% | 268 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $17 | -5.6% | 268 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $18 | 0.0% | 268 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $18 | +5.9% | 268 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $17 | -99.9% | 268 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $15,000 | -40.0% | 268 | -33.8% | 0.01% | -36.4% |
| Q2 2022 | $25,000 | -19.4% | 405 | -5.8% | 0.01% | -15.4% |
| Q1 2022 | $31,000 | -6.1% | 430 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $33,000 | +10.0% | 430 | +6.2% | 0.01% | 0.0% |
| Q3 2021 | $30,000 | 0.0% | 405 | 0.0% | 0.01% | +7.7% |
| Q2 2021 | $30,000 | +3.4% | 405 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $29,000 | – | 405 | – | 0.01% | – |
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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% |