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 2021 | $500,000 | -8.8% | 6,513 | -10.5% | 0.02% | -15.4% |
Q3 2021 | $548,000 | -0.9% | 7,279 | -0.6% | 0.03% | 0.0% |
Q2 2021 | $553,000 | -14.3% | 7,324 | -17.1% | 0.03% | -27.8% |
Q1 2021 | $645,000 | -1.8% | 8,838 | -1.2% | 0.04% | -37.9% |
Q4 2020 | $657,000 | +143.3% | 8,943 | +125.6% | 0.06% | +123.1% |
Q3 2020 | $270,000 | -56.8% | 3,964 | -53.7% | 0.03% | -65.8% |
Q4 2017 | $625,000 | +13.8% | 8,565 | +10.9% | 0.08% | +7.0% |
Q3 2017 | $549,000 | +1.9% | 7,724 | -0.8% | 0.07% | +1.4% |
Q2 2017 | $539,000 | +3.9% | 7,783 | -1.1% | 0.07% | 0.0% |
Q1 2017 | $519,000 | +12.1% | 7,871 | +4.2% | 0.07% | +2.9% |
Q4 2016 | $463,000 | +9.2% | 7,557 | +20.5% | 0.07% | +7.9% |
Q3 2016 | $424,000 | – | 6,272 | – | 0.06% | – |
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% |