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 | $1,568 | +14.7% | 24,046 | +18.8% | 0.06% | +14.0% |
| Q2 2023 | $1,367 | -56.9% | 20,246 | -56.8% | 0.05% | -56.9% |
| Q1 2023 | $3,171 | +690.8% | 46,877 | +642.9% | 0.12% | +673.3% |
| Q4 2022 | $401 | -100.0% | 6,310 | -94.0% | 0.02% | -93.4% |
| Q3 2022 | $5,993,000 | -11.0% | 105,116 | -1.2% | 0.23% | -9.6% |
| Q2 2022 | $6,737,000 | +105.3% | 106,420 | +134.0% | 0.25% | +122.1% |
| Q1 2022 | $3,281,000 | +1888.5% | 45,485 | +2015.6% | 0.11% | +1783.3% |
| Q4 2021 | $165,000 | -97.3% | 2,150 | -97.3% | 0.01% | -97.2% |
| Q3 2021 | $6,023,000 | +31.4% | 79,945 | +31.8% | 0.22% | +40.6% |
| Q2 2021 | $4,582,000 | +1216.7% | 60,651 | +1170.4% | 0.16% | +1092.3% |
| Q1 2021 | $348,000 | -97.8% | 4,774 | -97.7% | 0.01% | -98.0% |
| Q4 2020 | $15,474,000 | +32.5% | 210,794 | +23.0% | 0.64% | +19.0% |
| Q3 2020 | $11,675,000 | +132.5% | 171,368 | +125.5% | 0.54% | +108.1% |
| Q2 2020 | $5,021,000 | +156.7% | 76,002 | +141.3% | 0.26% | +136.4% |
| Q1 2020 | $1,956,000 | -29.9% | 31,500 | -15.9% | 0.11% | -16.0% |
| Q4 2019 | $2,790,000 | – | 37,440 | – | 0.13% | – |
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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% |