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 | $65,466,639 | -6.0% | 1,003,782 | -2.7% | 0.17% | -2.8% |
| Q2 2023 | $69,665,736 | -5.1% | 1,032,085 | -4.9% | 0.18% | -9.2% |
| Q1 2023 | $73,410,107 | +10.6% | 1,085,146 | +4.0% | 0.20% | +2.6% |
| Q4 2022 | $66,373,498 | +3.1% | 1,043,854 | -7.6% | 0.19% | -9.5% |
| Q3 2022 | $64,399,000 | -10.1% | 1,129,620 | -0.1% | 0.21% | -3.7% |
| Q2 2022 | $71,599,000 | -14.0% | 1,130,939 | -2.1% | 0.22% | -1.8% |
| Q1 2022 | $83,302,000 | -5.1% | 1,154,723 | +1.0% | 0.22% | -4.7% |
| Q4 2021 | $87,774,000 | +2.7% | 1,143,333 | +0.8% | 0.23% | -7.5% |
| Q3 2021 | $85,433,000 | -3.3% | 1,133,974 | -3.0% | 0.25% | -1.6% |
| Q2 2021 | $88,350,000 | +3.8% | 1,169,574 | +0.3% | 0.26% | -3.8% |
| Q1 2021 | $85,092,000 | -2.3% | 1,165,799 | -1.7% | 0.27% | -10.4% |
| Q4 2020 | $87,084,000 | -1.1% | 1,186,270 | -8.2% | 0.30% | -15.4% |
| Q3 2020 | $88,086,000 | -2.2% | 1,292,909 | -5.1% | 0.35% | -10.9% |
| Q2 2020 | $90,042,000 | +6.2% | 1,363,039 | -0.2% | 0.39% | -13.4% |
| Q1 2020 | $84,777,000 | +47.0% | 1,366,268 | +76.5% | 0.46% | +63.1% |
| Q4 2019 | $57,691,000 | +0.2% | 773,958 | -1.5% | 0.28% | -10.0% |
| Q3 2019 | $57,572,000 | +2.9% | 785,650 | +2.0% | 0.31% | -5.2% |
| Q2 2019 | $55,945,000 | -1.1% | 770,164 | -1.9% | 0.33% | +5.8% |
| Q1 2019 | $56,542,000 | +12.6% | 785,310 | +4.3% | 0.31% | -11.0% |
| Q4 2018 | $50,212,000 | – | 753,256 | – | 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% |