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 2023 | $2,385,191 | -16.9% | 36,571 | -14.0% | 0.10% | -13.2% |
| Q2 2023 | $2,869,929 | -13.5% | 42,517 | -13.3% | 0.12% | -19.9% |
| Q1 2023 | $3,319,230 | +47128.7% | 49,065 | -55.6% | 0.15% | -20.1% |
| Q4 2022 | $7,028 | -99.9% | 110,532 | +11.6% | 0.19% | -50.0% |
| Q3 2022 | $5,646,000 | -20.8% | 99,032 | -12.1% | 0.38% | -28.1% |
| Q2 2022 | $7,130,000 | -65.2% | 112,619 | -60.4% | 0.53% | -53.1% |
| Q1 2022 | $20,504,000 | -78.8% | 284,222 | -77.4% | 1.12% | -77.0% |
| Q4 2021 | $96,630,000 | +4.4% | 1,258,693 | +2.5% | 4.89% | -4.2% |
| Q3 2021 | $92,538,000 | +1.6% | 1,228,270 | +1.9% | 5.10% | +1.5% |
| Q2 2021 | $91,050,000 | +4.1% | 1,205,318 | +0.5% | 5.02% | -3.7% |
| Q1 2021 | $87,502,000 | -3.6% | 1,198,817 | -3.1% | 5.22% | -7.0% |
| Q4 2020 | $90,812,000 | +7.3% | 1,237,054 | -0.4% | 5.61% | -6.7% |
| Q3 2020 | $84,597,000 | +1.7% | 1,241,700 | -1.4% | 6.01% | -2.4% |
| Q2 2020 | $83,193,000 | -4.3% | 1,259,347 | -10.1% | 6.16% | -27.2% |
| Q1 2020 | $86,929,000 | -6.9% | 1,400,957 | +11.9% | 8.45% | +3.8% |
| Q4 2019 | $93,358,000 | +8.3% | 1,252,457 | +6.4% | 8.14% | -1.2% |
| Q3 2019 | $86,221,000 | +12.7% | 1,176,591 | +11.8% | 8.24% | +11.7% |
| Q2 2019 | $76,479,000 | +51.6% | 1,052,852 | +50.3% | 7.38% | +46.5% |
| Q1 2019 | $50,438,000 | – | 700,531 | – | 5.04% | – |
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% |