ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 469 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $782,416 | +4.8% | 11,997 | +8.5% | 0.07% | +8.8% |
| Q2 2023 | $746,655 | +24.4% | 11,062 | +24.7% | 0.07% | +21.4% |
| Q1 2023 | $600,052 | +66.2% | 8,870 | +56.2% | 0.06% | +86.7% |
| Q4 2022 | $361,095 | +30.8% | 5,679 | +17.2% | 0.03% | +7.1% |
| Q3 2022 | $276,000 | +17.4% | 4,845 | +30.7% | 0.03% | +40.0% |
| Q2 2022 | $235,000 | -3.7% | 3,707 | +9.7% | 0.02% | +5.3% |
| Q1 2022 | $244,000 | +16.2% | 3,378 | +23.3% | 0.02% | +26.7% |
| Q4 2021 | $210,000 | – | 2,740 | – | 0.02% | – |
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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% |