ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 561 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,521,000 | -4.2% | 22,321 | -7.1% | 0.48% | -19.5% |
| Q2 2020 | $1,588,000 | +10.7% | 24,031 | +3.9% | 0.60% | -7.0% |
| Q1 2020 | $1,435,000 | -29.8% | 23,132 | -15.7% | 0.64% | -14.1% |
| Q4 2019 | $2,045,000 | -5.1% | 27,439 | -6.7% | 0.75% | -2.8% |
| Q3 2019 | $2,155,000 | +4.8% | 29,405 | +3.9% | 0.77% | -5.2% |
| Q2 2019 | $2,057,000 | +2.5% | 28,311 | +1.6% | 0.81% | -2.3% |
| Q1 2019 | $2,007,000 | +9.7% | 27,876 | +1.5% | 0.83% | -5.7% |
| Q4 2018 | $1,830,000 | -8.1% | 27,451 | +0.4% | 0.88% | +11.8% |
| Q3 2018 | $1,992,000 | +5.6% | 27,353 | +3.2% | 0.79% | -9.4% |
| Q2 2018 | $1,886,000 | +2.2% | 26,517 | +5.8% | 0.87% | -1.1% |
| Q1 2018 | $1,846,000 | +2.6% | 25,056 | +1.6% | 0.88% | +0.7% |
| Q4 2017 | $1,800,000 | +4.0% | 24,660 | +1.3% | 0.88% | +3.9% |
| Q3 2017 | $1,730,000 | +6.5% | 24,339 | +3.8% | 0.84% | +15.0% |
| Q2 2017 | $1,624,000 | +4.8% | 23,451 | -0.2% | 0.73% | +4.7% |
| Q1 2017 | $1,550,000 | +3.7% | 23,491 | -3.8% | 0.70% | +1.2% |
| Q4 2016 | $1,495,000 | -20.1% | 24,420 | -11.7% | 0.69% | -21.7% |
| Q3 2016 | $1,871,000 | +11.2% | 27,668 | +9.2% | 0.88% | +6.1% |
| Q2 2016 | $1,683,000 | +47.6% | 25,347 | +47.8% | 0.83% | +39.8% |
| Q1 2016 | $1,140,000 | +19.2% | 17,152 | +16.4% | 0.60% | +12.2% |
| Q4 2015 | $956,000 | +19.8% | 14,735 | +15.2% | 0.53% | +16.7% |
| Q3 2015 | $798,000 | +50.3% | 12,796 | +57.3% | 0.46% | +72.3% |
| Q2 2015 | $531,000 | +8.6% | 8,133 | +9.5% | 0.26% | +4.3% |
| Q1 2015 | $489,000 | -2.4% | 7,427 | -8.6% | 0.25% | +4.1% |
| Q4 2014 | $501,000 | +4.8% | 8,124 | +6.4% | 0.24% | -2.4% |
| Q3 2014 | $478,000 | +2.8% | 7,632 | +7.4% | 0.25% | +19.1% |
| Q2 2014 | $465,000 | +17.1% | 7,108 | +12.3% | 0.21% | +17.4% |
| Q1 2014 | $397,000 | +102.6% | 6,328 | +99.1% | 0.18% | +95.6% |
| Q4 2013 | $196,000 | +216.1% | 3,178 | +210.7% | 0.09% | +184.4% |
| Q3 2013 | $62,000 | – | 1,023 | – | 0.03% | – |
Download | ||||||
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% |