ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 475 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $630,784 | -8.6% | 9,095 | -6.6% | 0.01% | -9.1% |
| Q1 2024 | $690,017 | +0.1% | 9,735 | -2.1% | 0.01% | -8.3% |
| Q4 2023 | $689,448 | +8.6% | 9,943 | +2.1% | 0.01% | 0.0% |
| Q3 2023 | $634,917 | -3.0% | 9,735 | +0.4% | 0.01% | 0.0% |
| Q2 2023 | $654,750 | -0.2% | 9,700 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $656,205 | +5.3% | 9,700 | -1.0% | 0.01% | 0.0% |
| Q4 2022 | $622,942 | +11.4% | 9,797 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $559,000 | +132.9% | 9,797 | +158.0% | 0.01% | +140.0% |
| Q2 2022 | $240,000 | -18.9% | 3,797 | -7.3% | 0.01% | 0.0% |
| Q1 2022 | $296,000 | +34.5% | 4,097 | +42.8% | 0.01% | +66.7% |
| Q4 2021 | $220,000 | +1.9% | 2,869 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $216,000 | +0.5% | 2,869 | +1.0% | 0.00% | 0.0% |
| Q2 2021 | $215,000 | -26.9% | 2,842 | -29.9% | 0.00% | -57.1% |
| Q2 2019 | $294,000 | +3.9% | 4,054 | +3.2% | 0.01% | 0.0% |
| Q1 2019 | $283,000 | +9.3% | 3,929 | +1.0% | 0.01% | 0.0% |
| Q4 2018 | $259,000 | -36.2% | 3,889 | -30.2% | 0.01% | -30.0% |
| Q3 2018 | $406,000 | +2.5% | 5,572 | 0.0% | 0.01% | -16.7% |
| Q2 2018 | $396,000 | – | 5,572 | – | 0.01% | – |
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% |