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 | $1,251,000 | -17.4% | 16,301 | -18.9% | 0.02% | -23.8% |
| Q3 2021 | $1,515,000 | +5.3% | 20,106 | +5.6% | 0.02% | +10.5% |
| Q2 2021 | $1,439,000 | -51.2% | 19,046 | -52.9% | 0.02% | -53.7% |
| Q1 2021 | $2,951,000 | -82.1% | 40,435 | -82.0% | 0.04% | -83.1% |
| Q4 2020 | $16,466,000 | -46.7% | 224,296 | -50.6% | 0.24% | -53.2% |
| Q3 2020 | $30,921,000 | -18.1% | 453,850 | -20.6% | 0.52% | -21.9% |
| Q2 2020 | $37,748,000 | -35.0% | 571,423 | -39.0% | 0.66% | -44.6% |
| Q1 2020 | $58,116,000 | -13.6% | 936,598 | +3.8% | 1.19% | +15.6% |
| Q4 2019 | $67,257,000 | – | 902,301 | – | 1.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 794,211 | $52,084,000 | 20.67% |
| Burt Wealth Advisors | 543,101 | $39,179,000 | 11.75% |
| Prism Advisors, Inc. | 286,940 | $20,700,000 | 6.93% |
| Ballew Advisors, Inc | 120,480 | $8,595,000 | 6.56% |
| Personal Wealth Partners | 208,244 | $15,023,000 | 6.56% |
| AGILIS PARTNERS LLC | 177,902 | $12,834,000 | 6.42% |
| VAUGHAN & Co SECURITIES, INC. | 119,500 | $8,621,000 | 5.96% |
| Wharton Business Group, LLC | 1,313,872 | $94,783,000 | 5.75% |
| Forum Private Client Group LLC | 100,720 | $7,266,000 | 5.64% |
| JANICZEK WEALTH MANAGEMENT, LLC | 226,576 | $16,345,000 | 4.51% |