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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $7,000 | -90.4% | 96 | -90.4% | 0.00% | -85.7% |
| Q4 2020 | $73,000 | -72.9% | 1,001 | -72.7% | 0.01% | -80.0% |
| Q3 2019 | $269,000 | +380.4% | 3,670 | +374.8% | 0.04% | +400.0% |
| Q2 2019 | $56,000 | +133.3% | 773 | +135.0% | 0.01% | +133.3% |
| Q1 2019 | $24,000 | -33.3% | 329 | -34.2% | 0.00% | -40.0% |
| Q3 2017 | $36,000 | – | 500 | – | 0.01% | – |
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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% |