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 | $1,095 | -5.8% | 16,782 | -2.6% | 0.00% | 0.0% |
| Q2 2023 | $1,163 | -0.1% | 17,227 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $1,164 | -12.7% | 17,205 | -18.0% | 0.00% | -20.0% |
| Q4 2022 | $1,334 | -100.0% | 20,976 | -62.3% | 0.01% | -58.3% |
| Q3 2022 | $3,169,000 | -13.1% | 55,586 | -3.5% | 0.01% | -7.7% |
| Q2 2022 | $3,646,000 | -12.7% | 57,586 | -0.6% | 0.01% | 0.0% |
| Q1 2022 | $4,178,000 | -5.2% | 57,915 | +0.9% | 0.01% | 0.0% |
| Q4 2021 | $4,405,000 | +21.5% | 57,375 | +19.2% | 0.01% | +8.3% |
| Q3 2021 | $3,626,000 | -11.5% | 48,132 | -11.2% | 0.01% | +9.1% |
| Q2 2021 | $4,095,000 | +0.4% | 54,215 | -3.0% | 0.01% | -8.3% |
| Q1 2021 | $4,080,000 | -20.1% | 55,899 | -19.7% | 0.01% | -25.0% |
| Q4 2020 | $5,108,000 | +81.4% | 69,585 | +68.3% | 0.02% | +33.3% |
| Q3 2020 | $2,816,000 | +3.8% | 41,338 | +0.7% | 0.01% | 0.0% |
| Q2 2020 | $2,713,000 | +7.4% | 41,065 | +0.9% | 0.01% | -7.7% |
| Q1 2020 | $2,526,000 | +5.6% | 40,715 | +26.9% | 0.01% | +30.0% |
| Q4 2019 | $2,391,000 | +89.9% | 32,081 | +86.7% | 0.01% | +66.7% |
| Q3 2019 | $1,259,000 | +6.1% | 17,185 | +5.2% | 0.01% | +20.0% |
| Q2 2019 | $1,187,000 | +14.0% | 16,337 | +13.0% | 0.01% | 0.0% |
| Q1 2019 | $1,041,000 | +8.1% | 14,457 | +0.1% | 0.01% | 0.0% |
| Q4 2018 | $963,000 | -46.9% | 14,441 | -42.0% | 0.01% | -37.5% |
| Q3 2018 | $1,813,000 | +4.1% | 24,899 | +1.7% | 0.01% | 0.0% |
| Q2 2018 | $1,742,000 | -7.8% | 24,487 | -4.5% | 0.01% | 0.0% |
| Q1 2018 | $1,889,000 | +6.1% | 25,641 | +5.1% | 0.01% | 0.0% |
| Q4 2017 | $1,781,000 | +4.3% | 24,400 | +1.5% | 0.01% | 0.0% |
| Q3 2017 | $1,708,000 | +4.1% | 24,038 | +1.4% | 0.01% | +14.3% |
| Q2 2017 | $1,641,000 | +5.1% | 23,705 | +0.3% | 0.01% | +40.0% |
| Q1 2017 | $1,561,000 | +74.0% | 23,645 | +61.5% | 0.01% | +66.7% |
| Q4 2016 | $897,000 | -10.4% | 14,645 | -1.0% | 0.00% | -25.0% |
| Q3 2016 | $1,001,000 | +106.4% | 14,797 | +102.7% | 0.00% | +100.0% |
| Q2 2016 | $485,000 | +26.0% | 7,300 | +25.9% | 0.00% | 0.0% |
| Q1 2016 | $385,000 | – | 5,800 | – | 0.00% | – |
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% |