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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |