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 2020 | $2,619,000 | -20.8% | 38,447 | -23.2% | 3.74% | -10.4% |
| Q2 2020 | $3,308,000 | +4.1% | 50,075 | -2.2% | 4.18% | -2.0% |
| Q1 2020 | $3,177,000 | -50.9% | 51,207 | -41.0% | 4.26% | -22.5% |
| Q4 2019 | $6,467,000 | -0.0% | 86,759 | -1.7% | 5.50% | -18.1% |
| Q3 2019 | $6,468,000 | +2.7% | 88,268 | +1.8% | 6.72% | +19.7% |
| Q2 2019 | $6,297,000 | -1.7% | 86,692 | -2.6% | 5.62% | -13.3% |
| Q1 2019 | $6,409,000 | +198.2% | 89,008 | +176.1% | 6.47% | +154.5% |
| Q4 2018 | $2,149,000 | – | 32,240 | – | 2.54% | – |
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% |