ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 413 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,308,000 | +3.2% | 19,199 | 0.0% | 0.18% | +0.6% |
| Q2 2020 | $1,268,000 | +27.6% | 19,199 | +19.9% | 0.18% | +12.4% |
| Q1 2020 | $994,000 | +17.4% | 16,018 | +41.0% | 0.16% | +42.5% |
| Q4 2019 | $847,000 | +38.9% | 11,357 | +24.0% | 0.11% | +21.5% |
| Q4 2018 | $610,000 | +174.8% | 9,158 | +199.6% | 0.09% | +200.0% |
| Q3 2018 | $222,000 | +62.0% | 3,057 | +64.1% | 0.03% | +63.2% |
| Q1 2018 | $137,000 | +0.7% | 1,863 | 0.0% | 0.02% | +5.6% |
| Q4 2017 | $136,000 | -10.5% | 1,863 | -13.1% | 0.02% | -14.3% |
| Q3 2017 | $152,000 | +2.7% | 2,143 | 0.0% | 0.02% | +5.0% |
| Q2 2017 | $148,000 | +5.0% | 2,143 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $141,000 | – | 2,143 | – | 0.02% | – |
Download | ||||||
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% |