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 2022 | $205,000 | -80.8% | 3,241 | -77.8% | 0.00% | -81.8% |
| Q1 2021 | $1,068,000 | -3.9% | 14,631 | -3.3% | 0.02% | -15.4% |
| Q4 2020 | $1,111,000 | -39.4% | 15,133 | -43.7% | 0.03% | -45.8% |
| Q3 2020 | $1,832,000 | -69.8% | 26,887 | -70.7% | 0.05% | -72.7% |
| Q2 2020 | $6,063,000 | -29.4% | 91,785 | -33.7% | 0.18% | -36.9% |
| Q1 2020 | $8,586,000 | -38.0% | 138,377 | -25.5% | 0.28% | -20.1% |
| Q4 2019 | $13,839,000 | +1.0% | 185,653 | -0.7% | 0.35% | -20.0% |
| Q3 2019 | $13,706,000 | +0.2% | 187,041 | -0.6% | 0.44% | +0.7% |
| Q2 2019 | $13,673,000 | +49.9% | 188,232 | +48.6% | 0.43% | +13.4% |
| Q1 2019 | $9,123,000 | +28.5% | 126,710 | +18.9% | 0.38% | +11.0% |
| Q4 2018 | $7,102,000 | -14.0% | 106,534 | -6.1% | 0.34% | -16.5% |
| Q3 2018 | $8,262,000 | +2.6% | 113,479 | +0.2% | 0.41% | -1.9% |
| Q2 2018 | $8,054,000 | -2.4% | 113,216 | +1.1% | 0.42% | -6.5% |
| Q1 2018 | $8,253,000 | +0.8% | 111,991 | -0.1% | 0.45% | -12.5% |
| Q4 2017 | $8,185,000 | -34.9% | 112,154 | -36.6% | 0.51% | -40.2% |
| Q3 2017 | $12,567,000 | +2.7% | 176,853 | +0.1% | 0.86% | -1.6% |
| Q2 2017 | $12,236,000 | +7014.0% | 176,725 | +6556.3% | 0.87% | +5350.0% |
| Q4 2015 | $172,000 | +1.2% | 2,655 | -2.0% | 0.02% | -15.8% |
| Q3 2014 | $170,000 | -6.6% | 2,709 | -2.7% | 0.02% | -20.8% |
| Q2 2014 | $182,000 | +4.0% | 2,783 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $175,000 | – | 2,783 | – | 0.02% | – |
Download | ||||||
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% |