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 | $419,000 | -29.9% | 6,143 | -32.1% | 0.18% | -11.5% |
| Q2 2020 | $598,000 | -80.1% | 9,049 | -81.3% | 0.21% | -83.4% |
| Q1 2020 | $3,007,000 | -69.1% | 48,454 | -62.9% | 1.25% | -53.6% |
| Q4 2019 | $9,730,000 | +8.1% | 130,532 | +6.2% | 2.69% | +1.2% |
| Q3 2019 | $9,003,000 | +10.3% | 122,856 | +9.4% | 2.66% | +5.8% |
| Q2 2019 | $8,160,000 | – | 112,330 | – | 2.52% | – |
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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% |