ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 518 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $28,255,000 | +15.8% | 414,719 | +12.3% | 9.57% | +7.4% |
| Q2 2020 | $24,398,000 | +50.3% | 369,336 | +41.2% | 8.91% | +18.3% |
| Q1 2020 | $16,231,000 | +93.0% | 261,574 | +131.8% | 7.53% | +124.8% |
| Q4 2019 | $8,411,000 | +2613.2% | 112,841 | +2564.5% | 3.35% | +2179.6% |
| Q3 2019 | $310,000 | +7.3% | 4,235 | +6.6% | 0.15% | +9.7% |
| Q2 2019 | $289,000 | +2.8% | 3,974 | +1.9% | 0.13% | +3.1% |
| Q1 2019 | $281,000 | +8.1% | 3,900 | 0.0% | 0.13% | +1.6% |
| Q4 2018 | $260,000 | -7.5% | 3,900 | +1.2% | 0.13% | -13.5% |
| Q3 2018 | $281,000 | +2.6% | 3,854 | 0.0% | 0.15% | +5.7% |
| Q2 2018 | $274,000 | -1.4% | 3,854 | +2.0% | 0.14% | -5.4% |
| Q1 2018 | $278,000 | +0.7% | 3,778 | 0.0% | 0.15% | +8.0% |
| Q4 2017 | $276,000 | +3.4% | 3,778 | +0.6% | 0.14% | -1.4% |
| Q3 2017 | $267,000 | +2.7% | 3,757 | 0.0% | 0.14% | +5.3% |
| Q2 2017 | $260,000 | +7.0% | 3,757 | +2.0% | 0.13% | -18.0% |
| Q1 2017 | $243,000 | – | 3,683 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 794,211 | $52,084,000 | 20.67% |
| Burt Wealth Advisors | 543,101 | $39,179,000 | 11.75% |
| Prism Advisors, Inc. | 286,940 | $20,700,000 | 6.93% |
| Ballew Advisors, Inc | 120,480 | $8,595,000 | 6.56% |
| Personal Wealth Partners | 208,244 | $15,023,000 | 6.56% |
| AGILIS PARTNERS LLC | 177,902 | $12,834,000 | 6.42% |
| VAUGHAN & Co SECURITIES, INC. | 119,500 | $8,621,000 | 5.96% |
| Wharton Business Group, LLC | 1,313,872 | $94,783,000 | 5.75% |
| Forum Private Client Group LLC | 100,720 | $7,266,000 | 5.64% |
| JANICZEK WEALTH MANAGEMENT, LLC | 226,576 | $16,345,000 | 4.51% |