ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 429 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $444,000 | +3.5% | 5,875 | 0.0% | 0.12% | -8.7% |
| Q1 2021 | $429,000 | -23.3% | 5,875 | -22.8% | 0.13% | -25.9% |
| Q4 2020 | $559,000 | -18.2% | 7,610 | -24.1% | 0.17% | -32.5% |
| Q3 2020 | $683,000 | +11.8% | 10,030 | +8.4% | 0.25% | -0.8% |
| Q2 2020 | $611,000 | +52.4% | 9,255 | +43.3% | 0.25% | +19.8% |
| Q1 2020 | $401,000 | -16.8% | 6,460 | 0.0% | 0.21% | +6.0% |
| Q4 2019 | $482,000 | +1.9% | 6,460 | 0.0% | 0.20% | -4.3% |
| Q3 2019 | $473,000 | -9.7% | 6,460 | -10.5% | 0.21% | -7.1% |
| Q2 2019 | $524,000 | -79.2% | 7,220 | -79.4% | 0.22% | -78.8% |
| Q1 2019 | $2,525,000 | +6.1% | 35,075 | -1.7% | 1.06% | -5.1% |
| Q4 2018 | $2,379,000 | – | 35,695 | – | 1.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 606,289 | $44,417,000 | 32.49% |
| Financial Advisors, LLC | 376,528 | $27,351,000 | 17.55% |
| Burt Wealth Advisors | 452,560 | $32,874,000 | 14.41% |
| Legacy Financial Advisors, Inc. | 546,972 | $39,732,000 | 14.05% |
| Peterson Wealth Advisors, LLC | 288,806 | $20,979,000 | 13.28% |
| SimpliFi, Inc. | 274,449 | $19,936,000 | 11.92% |
| Merit Financial Group, LLC | 1,030,481 | $74,134,000 | 8.70% |
| NewDay Solutions, LLC | 158,748 | $11,536,000 | 8.35% |
| RHS Financial, LLC | 91,480 | $6,645,000 | 8.32% |
| Financial Insights, Inc. | 109,566 | $7,836,000 | 7.95% |