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 | $17,579,829 | -1.3% | 269,547 | +2.1% | 0.07% | -4.3% |
| Q2 2023 | $17,817,062 | -4.1% | 263,956 | -3.9% | 0.07% | -14.6% |
| Q1 2023 | $18,576,725 | +26.1% | 274,601 | +18.6% | 0.08% | +10.8% |
| Q4 2022 | $14,725,925 | -9.7% | 231,594 | -19.1% | 0.07% | -22.1% |
| Q3 2022 | $16,311,000 | -12.7% | 286,114 | -3.1% | 0.10% | -21.5% |
| Q2 2022 | $18,686,000 | -23.9% | 295,154 | -13.3% | 0.12% | -23.9% |
| Q1 2022 | $24,550,000 | -17.0% | 340,310 | -11.7% | 0.16% | -21.7% |
| Q4 2021 | $29,588,000 | -10.6% | 385,416 | -12.3% | 0.20% | -26.2% |
| Q3 2021 | $33,114,000 | +21.3% | 439,527 | +21.6% | 0.28% | +8.3% |
| Q2 2021 | $27,306,000 | +17.1% | 361,480 | +13.1% | 0.25% | +0.8% |
| Q1 2021 | $23,319,000 | +160.3% | 319,483 | +161.7% | 0.25% | +111.8% |
| Q4 2020 | $8,960,000 | +7.2% | 122,057 | +0.1% | 0.12% | -14.4% |
| Q3 2020 | $8,356,000 | -53.5% | 121,972 | -55.1% | 0.14% | -53.0% |
| Q2 2020 | $17,977,000 | +12.4% | 271,519 | +1.4% | 0.30% | -16.1% |
| Q1 2020 | $15,998,000 | -20.1% | 267,797 | +0.1% | 0.35% | +11.7% |
| Q4 2019 | $20,032,000 | +183.1% | 267,630 | +177.2% | 0.32% | +27.4% |
| Q3 2019 | $7,075,000 | +1.1% | 96,549 | +0.2% | 0.25% | -4.2% |
| Q2 2019 | $6,998,000 | +1.1% | 96,339 | +0.2% | 0.26% | -7.8% |
| Q1 2019 | $6,920,000 | +7.2% | 96,117 | -0.7% | 0.28% | -18.8% |
| Q4 2018 | $6,453,000 | -69.7% | 96,810 | -66.9% | 0.35% | -63.7% |
| Q3 2018 | $21,304,000 | +2.3% | 292,593 | -0.0% | 0.95% | -17.3% |
| Q2 2018 | $20,819,000 | +44.1% | 292,650 | +47.6% | 1.15% | +29.1% |
| Q1 2018 | $14,444,000 | +3.1% | 198,302 | +3.3% | 0.89% | +5.4% |
| Q4 2017 | $14,004,000 | -47.6% | 191,887 | -48.7% | 0.85% | -25.4% |
| Q3 2017 | $26,743,000 | +120.1% | 373,901 | +113.1% | 1.14% | -25.2% |
| Q2 2017 | $12,150,000 | -0.7% | 175,480 | -5.4% | 1.52% | +22.1% |
| Q1 2017 | $12,240,000 | +7.8% | 185,447 | 0.0% | 1.24% | +20.7% |
| Q4 2016 | $11,353,000 | +23552.1% | 185,447 | +25692.4% | 1.03% | +20500.0% |
| Q1 2016 | $48,000 | +336.4% | 719 | +320.5% | 0.01% | +400.0% |
| Q4 2015 | $11,000 | – | 171 | – | 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% |