ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 521 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $59,613,000 | -2.5% | 816,500 | -1.9% | 30.48% | -0.7% |
| Q4 2020 | $61,115,000 | +6.9% | 832,000 | -0.8% | 30.70% | +1.7% |
| Q3 2020 | $57,152,000 | +3.2% | 838,500 | 0.0% | 30.20% | -1.5% |
| Q2 2020 | $55,391,000 | +6.5% | 838,500 | 0.0% | 30.66% | -3.3% |
| Q1 2020 | $51,987,000 | -13.9% | 838,500 | +3.5% | 31.70% | +0.6% |
| Q4 2019 | $60,384,000 | +0.0% | 810,200 | -1.6% | 31.52% | +2.3% |
| Q3 2019 | $60,361,000 | – | 823,700 | – | 30.81% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 606,289 | $44,417,000 | 32.49% |
| Financial Advisors, LLC | 376,528 | $27,351,000 | 17.55% |
| Burt Wealth Advisors | 452,560 | $32,874,000 | 14.41% |
| Legacy Financial Advisors, Inc. | 546,972 | $39,732,000 | 14.05% |
| Peterson Wealth Advisors, LLC | 288,806 | $20,979,000 | 13.28% |
| SimpliFi, Inc. | 274,449 | $19,936,000 | 11.92% |
| Merit Financial Group, LLC | 1,030,481 | $74,134,000 | 8.70% |
| NewDay Solutions, LLC | 158,748 | $11,536,000 | 8.35% |
| RHS Financial, LLC | 91,480 | $6,645,000 | 8.32% |
| Financial Insights, Inc. | 109,566 | $7,836,000 | 7.95% |