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 2022 | $2,000 | 0.0% | 38 | +52.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | -100.0% | 25 | -100.0% | 0.00% | -100.0% |
| Q4 2019 | $16,481,000 | +1.8% | 221,106 | +0.1% | 2.31% | -6.3% |
| Q3 2019 | $16,192,000 | -46.0% | 220,959 | -46.4% | 2.47% | -42.9% |
| Q2 2019 | $29,968,000 | +3.8% | 412,551 | +2.9% | 4.32% | -1.4% |
| Q1 2019 | $28,871,000 | +18.7% | 400,987 | +9.9% | 4.38% | +0.2% |
| Q4 2018 | $24,325,000 | -11.0% | 364,907 | -2.8% | 4.37% | +0.3% |
| Q3 2018 | $27,339,000 | +9.8% | 375,481 | +7.3% | 4.36% | +1.3% |
| Q2 2018 | $24,894,000 | -1.9% | 349,929 | +1.6% | 4.31% | -3.8% |
| Q1 2018 | $25,388,000 | +4.5% | 344,525 | +3.5% | 4.48% | +9.5% |
| Q4 2017 | $24,292,000 | +1.9% | 332,865 | -0.8% | 4.09% | +0.3% |
| Q3 2017 | $23,848,000 | +1487.7% | 335,605 | +1360.7% | 4.08% | +1329.8% |
| Q2 2014 | $1,502,000 | +4.2% | 22,975 | 0.0% | 0.28% | -2.1% |
| Q1 2014 | $1,442,000 | – | 22,975 | – | 0.29% | – |
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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% |