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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,393 | -3.4% | 650 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $43,875 | -0.2% | 650 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $43,973 | +107151.2% | 650 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $41 | -99.9% | 650 | 0.0% | 0.01% | +20.0% |
| Q3 2022 | $37,000 | -27.5% | 650 | -18.8% | 0.01% | -28.6% |
| Q2 2022 | $51,000 | -12.1% | 800 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $58,000 | -4.9% | 800 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $61,000 | +1.7% | 800 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $60,000 | -95.0% | 800 | -94.9% | 0.01% | -94.7% |
| Q2 2021 | $1,193,000 | +2.8% | 15,800 | -0.6% | 0.13% | -0.8% |
| Q1 2021 | $1,160,000 | -2.4% | 15,890 | -1.9% | 0.13% | -5.7% |
| Q4 2020 | $1,188,000 | +7.7% | 16,190 | 0.0% | 0.14% | -3.4% |
| Q3 2020 | $1,103,000 | +3.1% | 16,190 | 0.0% | 0.14% | -4.6% |
| Q2 2020 | $1,070,000 | +6.5% | 16,190 | 0.0% | 0.15% | -9.0% |
| Q1 2020 | $1,005,000 | -16.7% | 16,190 | 0.0% | 0.17% | +8.4% |
| Q4 2019 | $1,207,000 | +1.8% | 16,190 | 0.0% | 0.15% | -4.3% |
| Q3 2019 | $1,186,000 | +0.9% | 16,190 | 0.0% | 0.16% | -0.6% |
| Q2 2019 | $1,176,000 | +0.9% | 16,190 | 0.0% | 0.16% | -3.0% |
| Q1 2019 | $1,166,000 | +6.1% | 16,190 | -1.8% | 0.17% | -5.6% |
| Q4 2018 | $1,099,000 | -9.7% | 16,490 | -1.4% | 0.18% | +4.1% |
| Q3 2018 | $1,217,000 | +2.4% | 16,720 | 0.0% | 0.17% | -1.2% |
| Q2 2018 | $1,189,000 | -49.1% | 16,720 | -47.3% | 0.17% | -49.1% |
| Q1 2018 | $2,338,000 | -17.7% | 31,720 | -18.6% | 0.34% | -13.6% |
| Q4 2017 | $2,842,000 | -10.8% | 38,950 | -13.2% | 0.39% | -15.6% |
| Q3 2017 | $3,187,000 | +2.6% | 44,850 | 0.0% | 0.46% | +0.7% |
| Q2 2017 | $3,106,000 | -17.9% | 44,850 | -21.8% | 0.46% | -19.4% |
| Q1 2017 | $3,784,000 | -12.0% | 57,325 | -18.4% | 0.57% | -9.2% |
| Q4 2016 | $4,300,000 | -63.2% | 70,240 | -59.3% | 0.63% | -63.0% |
| Q3 2016 | $11,685,000 | +1.4% | 172,749 | -0.5% | 1.70% | +0.6% |
| Q2 2016 | $11,526,000 | +35.0% | 173,622 | +35.1% | 1.69% | +26.8% |
| Q1 2016 | $8,539,000 | – | 128,525 | – | 1.33% | – |
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% |