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 2020 | $201,000 | -3.8% | 2,950 | +5.0% | 0.00% | 0.0% |
| Q4 2019 | $209,000 | +1.5% | 2,810 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $206,000 | +1.0% | 2,810 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $204,000 | +1.0% | 2,810 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $202,000 | -25.5% | 2,810 | -36.6% | 0.00% | -42.9% |
| Q4 2016 | $271,000 | -2.5% | 4,430 | +4.9% | 0.01% | +16.7% |
| Q1 2015 | $278,000 | +1.5% | 4,222 | -5.0% | 0.01% | 0.0% |
| Q4 2014 | $274,000 | +29.9% | 4,443 | +31.8% | 0.01% | +50.0% |
| Q3 2014 | $211,000 | -12.8% | 3,371 | -8.8% | 0.00% | -20.0% |
| Q2 2014 | $242,000 | – | 3,697 | – | 0.01% | – |
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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% |