ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 539 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,742 | -57.9% | 962 | -56.5% | 0.00% | -60.0% |
| Q2 2023 | $149,175 | -19.2% | 2,210 | -19.0% | 0.01% | -28.6% |
| Q1 2023 | $184,550 | +1.0% | 2,728 | -5.0% | 0.01% | -12.5% |
| Q4 2022 | $182,680 | +5.6% | 2,873 | -5.1% | 0.01% | 0.0% |
| Q3 2022 | $173,000 | -56.8% | 3,026 | -52.2% | 0.01% | -55.6% |
| Q2 2022 | $400,000 | -6.8% | 6,326 | +6.3% | 0.02% | +5.9% |
| Q1 2022 | $429,000 | -3.4% | 5,951 | +2.9% | 0.02% | +13.3% |
| Q4 2021 | $444,000 | +16.8% | 5,786 | +14.8% | 0.02% | -28.6% |
| Q3 2021 | $380,000 | -8.2% | 5,041 | -8.0% | 0.02% | -8.7% |
| Q2 2021 | $414,000 | +2.5% | 5,481 | -0.9% | 0.02% | -8.0% |
| Q1 2021 | $404,000 | +19.2% | 5,531 | +19.8% | 0.02% | +13.6% |
| Q4 2020 | $339,000 | +232.4% | 4,617 | +207.2% | 0.02% | +175.0% |
| Q3 2020 | $102,000 | +12.1% | 1,503 | +9.5% | 0.01% | 0.0% |
| Q2 2020 | $91,000 | +152.8% | 1,373 | +135.5% | 0.01% | +100.0% |
| Q1 2020 | $36,000 | -16.3% | 583 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $43,000 | 0.0% | 583 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $43,000 | +2.4% | 583 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $42,000 | +44.8% | 583 | +21.2% | 0.00% | +33.3% |
| Q4 2016 | $29,000 | – | 481 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 680,595 | $49,554,000 | 32.19% |
| Burt Wealth Advisors | 438,801 | $31,949,000 | 14.50% |
| SimpliFi, Inc. | 246,991 | $17,983,000 | 12.51% |
| Peterson Wealth Advisors, LLC | 228,488 | $16,636,000 | 12.14% |
| Legacy Financial Advisors, Inc. | 438,442 | $31,923,000 | 11.56% |
| Smart Money Group LLC | 153,276 | $11,160,000 | 10.13% |
| Merit Financial Group, LLC | 852,083 | $61,403,000 | 9.83% |
| Price Wealth, LLC | 361,686 | $26,334,000 | 9.81% |
| Arcus Capital Partners, LLC | 237,268 | $17,275,000 | 8.15% |
| Mascoma Wealth Management LLC | 168,011 | $12,233,000 | 8.07% |