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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $2,246,000 | -36.0% | 29,729 | -38.2% | 0.01% | -44.4% |
| Q1 2021 | $3,508,000 | -5.9% | 48,074 | -5.4% | 0.02% | -14.3% |
| Q4 2020 | $3,729,000 | +17.8% | 50,799 | +9.4% | 0.02% | +5.0% |
| Q3 2020 | $3,165,000 | -21.4% | 46,452 | -23.8% | 0.02% | -25.9% |
| Q2 2020 | $4,026,000 | +9.6% | 60,947 | +2.9% | 0.03% | -10.0% |
| Q1 2020 | $3,675,000 | -13.2% | 59,220 | +4.2% | 0.03% | 0.0% |
| Q4 2019 | $4,235,000 | +5.2% | 56,816 | +3.4% | 0.03% | -6.2% |
| Q3 2019 | $4,026,000 | +0.3% | 54,945 | -0.6% | 0.03% | -3.0% |
| Q2 2019 | $4,015,000 | -7.1% | 55,276 | -7.9% | 0.03% | -13.2% |
| Q1 2019 | $4,323,000 | -54.2% | 60,044 | -57.6% | 0.04% | -19.1% |
| Q4 2018 | $9,434,000 | – | 141,540 | – | 0.05% | – |
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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% |