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 | $1,026 | -54.5% | 15,738 | -52.9% | 0.05% | -52.7% |
| Q2 2023 | $2,253 | -13.2% | 33,388 | -13.1% | 0.11% | -11.1% |
| Q1 2023 | $2,597 | -81.3% | 38,400 | -84.2% | 0.13% | -85.4% |
| Q4 2022 | $13,886 | -99.9% | 243,581 | 0.0% | 0.86% | 0.0% |
| Q3 2022 | $13,886,000 | -25.5% | 243,581 | -17.3% | 0.86% | -17.5% |
| Q2 2022 | $18,645,000 | -24.7% | 294,510 | -14.1% | 1.05% | -17.6% |
| Q1 2022 | $24,745,000 | -17.5% | 343,019 | -12.2% | 1.27% | -14.2% |
| Q4 2021 | $29,990,000 | -0.4% | 390,658 | -2.3% | 1.48% | -15.6% |
| Q3 2021 | $30,119,000 | -0.4% | 399,777 | -0.1% | 1.75% | -9.3% |
| Q2 2021 | $30,235,000 | -34.1% | 400,259 | -36.3% | 1.93% | -39.4% |
| Q1 2021 | $45,880,000 | +0.3% | 628,591 | +0.9% | 3.19% | -6.3% |
| Q4 2020 | $45,752,000 | +11.4% | 623,241 | +3.4% | 3.40% | -3.0% |
| Q3 2020 | $41,053,000 | -16.7% | 602,576 | -19.2% | 3.51% | -19.4% |
| Q2 2020 | $49,270,000 | +11.6% | 745,840 | +4.8% | 4.35% | -7.5% |
| Q1 2020 | $44,149,000 | +13238.1% | 711,511 | +15925.0% | 4.70% | +15583.3% |
| Q4 2019 | $331,000 | – | 4,440 | – | 0.03% | – |
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% |