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 | $841,777 | -3.9% | 12,907 | -0.5% | 0.06% | 0.0% |
| Q2 2023 | $875,940 | +4.0% | 12,977 | +4.3% | 0.06% | +3.3% |
| Q1 2023 | $841,854 | -5.6% | 12,444 | -11.3% | 0.06% | -13.0% |
| Q4 2022 | $891,986 | +7.9% | 14,028 | -3.3% | 0.07% | 0.0% |
| Q3 2022 | $827,000 | -13.9% | 14,510 | -4.4% | 0.07% | -10.4% |
| Q2 2022 | $960,000 | -15.0% | 15,170 | -3.2% | 0.08% | +1.3% |
| Q1 2022 | $1,130,000 | -14.7% | 15,669 | -9.1% | 0.08% | -11.6% |
| Q4 2021 | $1,324,000 | -15.8% | 17,244 | -17.1% | 0.09% | -30.6% |
| Q2 2021 | $1,572,000 | +3.4% | 20,813 | -0.1% | 0.12% | -15.6% |
| Q1 2021 | $1,521,000 | -17.1% | 20,837 | -16.6% | 0.15% | -23.0% |
| Q4 2020 | $1,834,000 | +20.9% | 24,978 | +12.2% | 0.19% | +64.7% |
| Q3 2020 | $1,517,000 | -29.9% | 22,265 | -32.1% | 0.12% | -64.3% |
| Q2 2020 | $2,165,000 | -21.7% | 32,775 | -11.7% | 0.32% | -6.9% |
| Q4 2019 | $2,766,000 | – | 37,113 | – | 0.35% | – |
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% |