ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 583 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $33,000 | -8.3% | 576 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $36,000 | -21.7% | 576 | -9.1% | 0.00% | 0.0% |
| Q1 2022 | $46,000 | +4.5% | 634 | +10.1% | 0.00% | 0.0% |
| Q4 2021 | $44,000 | +2.3% | 576 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $43,000 | -2.3% | 576 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $44,000 | -20.0% | 576 | -23.0% | 0.00% | 0.0% |
| Q1 2021 | $55,000 | 0.0% | 748 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $55,000 | +7.8% | 748 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $51,000 | -74.0% | 748 | -74.8% | 0.00% | -83.3% |
| Q2 2020 | $196,000 | +26.5% | 2,973 | +19.4% | 0.01% | +20.0% |
| Q1 2020 | $155,000 | -16.7% | 2,490 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $186,000 | +2.2% | 2,490 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $182,000 | +0.6% | 2,490 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $181,000 | +852.6% | 2,490 | +839.6% | 0.01% | +400.0% |
| Q1 2019 | $19,000 | +5.6% | 265 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $18,000 | -5.3% | 265 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $19,000 | 0.0% | 265 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $19,000 | 0.0% | 265 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $19,000 | 0.0% | 265 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $19,000 | 0.0% | 265 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $19,000 | +5.6% | 265 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $18,000 | +5.9% | 265 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $17,000 | +6.2% | 265 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $16,000 | -11.1% | 265 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $18,000 | -52.6% | 265 | -53.8% | 0.00% | 0.0% |
| Q2 2016 | $38,000 | +65.2% | 573 | +68.0% | 0.00% | 0.0% |
| Q1 2016 | $23,000 | +4.5% | 341 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $22,000 | +46.7% | 341 | +40.3% | 0.00% | 0.0% |
| Q3 2015 | $15,000 | – | 243 | – | 0.00% | – |
Download | ||||||
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% |