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 2023 | $11,625,055 | -6.8% | 178,244 | -3.5% | 0.01% | 0.0% |
| Q2 2023 | $12,469,930 | +1.7% | 184,740 | +1.9% | 0.01% | -9.1% |
| Q1 2023 | $12,266,471 | -0.3% | 181,323 | -6.3% | 0.01% | 0.0% |
| Q4 2022 | $12,305,878 | -6.1% | 193,535 | -15.9% | 0.01% | -15.4% |
| Q3 2022 | $13,112,000 | -24.3% | 229,994 | -16.0% | 0.01% | -23.5% |
| Q2 2022 | $17,326,000 | -30.1% | 273,673 | -20.3% | 0.02% | -19.0% |
| Q1 2022 | $24,780,000 | -16.4% | 343,504 | -11.1% | 0.02% | -12.5% |
| Q4 2021 | $29,658,000 | -12.8% | 386,324 | -14.4% | 0.02% | -22.6% |
| Q3 2021 | $34,010,000 | -15.3% | 451,416 | -15.0% | 0.03% | -16.2% |
| Q2 2021 | $40,130,000 | -2.4% | 531,247 | -5.7% | 0.04% | -9.8% |
| Q1 2021 | $41,115,000 | -21.1% | 563,302 | -20.6% | 0.04% | -28.1% |
| Q4 2020 | $52,082,000 | +0.3% | 709,466 | -6.9% | 0.06% | -12.3% |
| Q3 2020 | $51,907,000 | +13.1% | 761,884 | +9.7% | 0.06% | +6.6% |
| Q2 2020 | $45,881,000 | -31.9% | 694,529 | -36.0% | 0.06% | -43.0% |
| Q1 2020 | $67,373,000 | +21.3% | 1,085,792 | +45.7% | 0.11% | +50.7% |
| Q4 2019 | $55,551,000 | +87.3% | 745,258 | +84.2% | 0.07% | +73.2% |
| Q3 2019 | $29,653,000 | -7.0% | 404,651 | -7.8% | 0.04% | -10.9% |
| Q2 2019 | $31,895,000 | +5.7% | 439,091 | +4.7% | 0.05% | 0.0% |
| Q1 2019 | $30,182,000 | +5.1% | 419,203 | -2.7% | 0.05% | -8.0% |
| Q4 2018 | $28,725,000 | +14.7% | 430,923 | +25.3% | 0.05% | +28.2% |
| Q3 2018 | $25,045,000 | +5.0% | 343,981 | +2.6% | 0.04% | -2.5% |
| Q2 2018 | $23,856,000 | +0.3% | 335,332 | +3.9% | 0.04% | -7.0% |
| Q1 2018 | $23,778,000 | +0.8% | 322,686 | -0.2% | 0.04% | 0.0% |
| Q4 2017 | $23,594,000 | +37.3% | 323,292 | +33.7% | 0.04% | +26.5% |
| Q3 2017 | $17,183,000 | +33.5% | 241,804 | +30.1% | 0.03% | +21.4% |
| Q2 2017 | $12,871,000 | +32.0% | 185,888 | +25.8% | 0.03% | +21.7% |
| Q1 2017 | $9,751,000 | -6.9% | 147,743 | -13.7% | 0.02% | -14.8% |
| Q4 2016 | $10,478,000 | -73.0% | 171,150 | -70.1% | 0.03% | -74.5% |
| Q3 2016 | $38,774,000 | +1.0% | 573,246 | -0.9% | 0.11% | -11.7% |
| Q2 2016 | $38,405,000 | +18.3% | 578,476 | +18.4% | 0.12% | +9.1% |
| Q1 2016 | $32,455,000 | +50.4% | 488,490 | +46.8% | 0.11% | +42.9% |
| Q4 2015 | $21,584,000 | +79.0% | 332,732 | +72.1% | 0.08% | +57.1% |
| Q3 2015 | $12,060,000 | +55.1% | 193,298 | +62.3% | 0.05% | +63.3% |
| Q2 2015 | $7,775,000 | +46.4% | 119,077 | +38.4% | 0.03% | +15.4% |
| Q4 2014 | $5,310,000 | -1.3% | 86,066 | +0.1% | 0.03% | -16.1% |
| Q3 2014 | $5,382,000 | -3.3% | 85,938 | +1.0% | 0.03% | -8.8% |
| Q2 2014 | $5,563,000 | +46.4% | 85,089 | +40.5% | 0.03% | +30.8% |
| Q1 2014 | $3,800,000 | +10.6% | 60,551 | +8.5% | 0.03% | 0.0% |
| Q4 2013 | $3,437,000 | +20.3% | 55,799 | +19.0% | 0.03% | +4.0% |
| Q3 2013 | $2,858,000 | +27.7% | 46,886 | +19.8% | 0.02% | +19.0% |
| Q2 2013 | $2,238,000 | – | 39,129 | – | 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% |