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 | $1,299,182 | -3.4% | 19,920 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,344,600 | -9.9% | 19,920 | -9.7% | 0.00% | 0.0% |
| Q1 2023 | $1,492,359 | +6.4% | 22,060 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,402,685 | +9.6% | 22,060 | -1.8% | 0.00% | 0.0% |
| Q3 2022 | $1,280,000 | -20.5% | 22,460 | -11.7% | 0.00% | -33.3% |
| Q2 2022 | $1,611,000 | -12.2% | 25,440 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,835,000 | +18.9% | 25,440 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,543,000 | +5.6% | 25,440 | +3.7% | 0.00% | 0.0% |
| Q3 2021 | $1,461,000 | +3.3% | 24,540 | +6.2% | 0.00% | 0.0% |
| Q2 2021 | $1,415,000 | -51.5% | 23,110 | -53.3% | 0.00% | -50.0% |
| Q1 2021 | $2,919,000 | +1.0% | 49,440 | +0.3% | 0.01% | -14.3% |
| Q4 2020 | $2,890,000 | +13.7% | 49,305 | +0.8% | 0.01% | 0.0% |
| Q3 2020 | $2,541,000 | +8.3% | 48,933 | +2.6% | 0.01% | 0.0% |
| Q2 2020 | $2,347,000 | +8.5% | 47,697 | -0.2% | 0.01% | -12.5% |
| Q1 2020 | $2,164,000 | +14326.7% | 47,813 | +23806.5% | 0.01% | – |
| Q4 2017 | $15,000 | – | 200 | – | 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% |