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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $503,000 | +16.2% | 6,854 | +7.8% | 0.13% | -1.5% |
| Q3 2020 | $433,000 | +8.2% | 6,361 | +5.2% | 0.13% | -5.6% |
| Q2 2020 | $400,000 | +29.9% | 6,049 | +21.8% | 0.14% | +8.4% |
| Q1 2020 | $308,000 | +30.5% | 4,965 | +57.0% | 0.13% | +61.7% |
| Q4 2019 | $236,000 | +8.8% | 3,162 | +9.3% | 0.08% | +3.8% |
| Q3 2019 | $217,000 | – | 2,894 | – | 0.08% | – |
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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% |