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 | $2,335 | -4.7% | 35,802 | -1.3% | 0.36% | -2.2% |
| Q2 2023 | $2,449 | -3.4% | 36,278 | -3.2% | 0.37% | -12.2% |
| Q1 2023 | $2,535 | +4.2% | 37,478 | -2.0% | 0.42% | -1.2% |
| Q4 2022 | $2,432 | -99.9% | 38,255 | -6.4% | 0.42% | -6.8% |
| Q3 2022 | $2,329,000 | -18.3% | 40,856 | -9.3% | 0.45% | -15.2% |
| Q2 2022 | $2,852,000 | -12.6% | 45,054 | -0.4% | 0.53% | -1.7% |
| Q1 2022 | $3,264,000 | -8.2% | 45,246 | -2.3% | 0.54% | -5.4% |
| Q4 2021 | $3,556,000 | -13.9% | 46,321 | -15.5% | 0.57% | -22.1% |
| Q3 2021 | $4,128,000 | -11.6% | 54,793 | -11.4% | 0.74% | -12.1% |
| Q2 2021 | $4,672,000 | -5.7% | 61,847 | -8.8% | 0.84% | -7.8% |
| Q1 2021 | $4,952,000 | -12.7% | 67,849 | -12.2% | 0.91% | -27.4% |
| Q4 2020 | $5,673,000 | +0.9% | 77,280 | -6.3% | 1.25% | -10.7% |
| Q3 2020 | $5,621,000 | +1.6% | 82,509 | -1.4% | 1.40% | -4.0% |
| Q2 2020 | $5,530,000 | +7.5% | 83,706 | +1.0% | 1.46% | -9.4% |
| Q1 2020 | $5,143,000 | -19.3% | 82,878 | -3.1% | 1.61% | -0.9% |
| Q4 2019 | $6,376,000 | +1.8% | 85,534 | -0.2% | 1.63% | -6.2% |
| Q3 2019 | $6,262,000 | +0.7% | 85,731 | +0.1% | 1.73% | -1.4% |
| Q2 2019 | $6,219,000 | +0.3% | 85,617 | -0.6% | 1.76% | +4.7% |
| Q1 2019 | $6,202,000 | +9.3% | 86,145 | +1.2% | 1.68% | +0.2% |
| Q4 2018 | $5,674,000 | -3.5% | 85,125 | +5.4% | 1.67% | +0.8% |
| Q3 2018 | $5,882,000 | +2.0% | 80,787 | -0.4% | 1.66% | -7.9% |
| Q2 2018 | $5,769,000 | -6.1% | 81,099 | -2.7% | 1.80% | -9.4% |
| Q1 2018 | $6,143,000 | +1.2% | 83,368 | +0.3% | 1.99% | -0.7% |
| Q4 2017 | $6,068,000 | +5.7% | 83,143 | +2.9% | 2.00% | -0.6% |
| Q3 2017 | $5,742,000 | +2.5% | 80,803 | -0.1% | 2.01% | -2.2% |
| Q2 2017 | $5,602,000 | +4.8% | 80,900 | -0.1% | 2.06% | -0.0% |
| Q1 2017 | $5,347,000 | +16.0% | 81,021 | +7.6% | 2.06% | +8.3% |
| Q4 2016 | $4,608,000 | -23.8% | 75,270 | -15.8% | 1.90% | -28.4% |
| Q3 2016 | $6,046,000 | +10.7% | 89,381 | +8.6% | 2.66% | +3.6% |
| Q2 2016 | $5,463,000 | +8.1% | 82,286 | +8.2% | 2.57% | +2.1% |
| Q1 2016 | $5,052,000 | +9.3% | 76,037 | +6.7% | 2.52% | +4.4% |
| Q4 2015 | $4,621,000 | +33.3% | 71,234 | +28.2% | 2.41% | +25.9% |
| Q3 2015 | $3,466,000 | +6.9% | 55,552 | +11.9% | 1.91% | +13.9% |
| Q2 2015 | $3,241,000 | +6.7% | 49,645 | +7.7% | 1.68% | +6.5% |
| Q1 2015 | $3,038,000 | +24.5% | 46,108 | +16.5% | 1.58% | +18.5% |
| Q4 2014 | $2,441,000 | +34.0% | 39,570 | +36.1% | 1.33% | +28.4% |
| Q3 2014 | $1,821,000 | -0.5% | 29,078 | +3.8% | 1.04% | +0.9% |
| Q2 2014 | $1,831,000 | +14.8% | 28,002 | +10.2% | 1.03% | +9.5% |
| Q1 2014 | $1,595,000 | +30.5% | 25,410 | +28.1% | 0.94% | +15.7% |
| Q4 2013 | $1,222,000 | – | 19,840 | – | 0.81% | – |
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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% |