ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 345 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.83 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $102,229 | -2.2% | 1,474 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $104,477 | +2.2% | 1,474 | 0.0% | 0.01% | -10.0% |
| Q4 2023 | $102,207 | +1603.4% | 1,474 | +1865.3% | 0.01% | +900.0% |
| Q4 2019 | $6,000 | -53.8% | 75 | -56.6% | 0.00% | -50.0% |
| Q3 2019 | $13,000 | 0.0% | 173 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $13,000 | +8.3% | 173 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $12,000 | 0.0% | 173 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | +200.0% | 173 | +232.7% | 0.00% | +100.0% |
| Q2 2018 | $4,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $4,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | – | 52 | – | 0.00% | – |
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% |