Capital Analysts, LLC - ISHARES TR ownership

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
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,607
-28.1%
55,311
-25.6%
0.20%
-28.0%
Q2 2023$5,018
+56.9%
74,337
+57.2%
0.28%
+52.5%
Q1 2023$3,199
+17.4%
47,284
+10.3%
0.18%
+10.2%
Q4 2022$2,726
-99.9%
42,865
-16.8%
0.17%
-17.8%
Q3 2022$2,936,000
-8.3%
51,508
+1.9%
0.20%
-9.4%
Q2 2022$3,201,000
-12.4%
50,546
-0.3%
0.22%
-3.5%
Q1 2022$3,656,000
-11.5%
50,682
-5.8%
0.23%
-8.0%
Q4 2021$4,132,000
-1.6%
53,830
-3.5%
0.25%
-9.1%
Q3 2021$4,201,000
-9.9%
55,768
-9.7%
0.28%
-11.8%
Q2 2021$4,665,000
-8.8%
61,759
-11.9%
0.31%
-11.6%
Q1 2021$5,116,000
-14.2%
70,098
-13.7%
0.35%
-32.3%
Q4 2020$5,960,000
+6.4%
81,187
-1.2%
0.52%
-1.7%
Q3 2020$5,601,000
-4.0%
82,206
-6.9%
0.53%
-13.2%
Q2 2020$5,832,000
-6.7%
88,281
-12.4%
0.61%
-20.2%
Q1 2020$6,254,000
-22.0%
100,791
-6.3%
0.77%
-3.2%
Q4 2019$8,018,000
+6.5%
107,571
+4.7%
0.79%
-0.4%
Q3 2019$7,529,000
+8.7%
102,752
+7.8%
0.80%
+5.6%
Q2 2019$6,925,000
+16.6%
95,327
+15.5%
0.75%
+9.8%
Q1 2019$5,941,000
+26.1%
82,525
+16.8%
0.69%
+11.0%
Q4 2018$4,711,000
-99.9%
70,677
-48.9%
0.62%
+7.8%
Q3 2018$5,042,642,000
+103508.8%
138,376
+102.3%
0.57%
-0.9%
Q2 2018$4,867,000
-0.1%
68,411
+3.5%
0.58%
-3.8%
Q1 2018$4,872,000
+6.4%
66,116
+5.3%
0.60%
+4.9%
Q4 2017$4,581,000
+6.9%
62,765
+4.0%
0.57%
-0.2%
Q3 2017$4,287,000
-99.9%
60,334
+10.9%
0.58%
+6.9%
Q2 2017$3,767,664,000
+18.2%
54,414
+12.7%
0.54%
+7.0%
Q1 2017$3,187,889,000
+49141.4%
48,301
-54.3%
0.50%
-55.6%
Q4 2016$6,474,000
-99.9%
105,754
+19.0%
1.13%
+0.6%
Q3 2016$6,008,888,000
+42.4%
88,836
+39.8%
1.13%
+32.7%
Q2 2016$4,220,034,000
+25.3%
63,564
+25.4%
0.85%
+25.6%
Q1 2016$3,368,906,00050,7060.68%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
O'Brien Wealth Partners LLC 680,595$49,554,00032.19%
Burt Wealth Advisors 438,801$31,949,00014.50%
SimpliFi, Inc. 246,991$17,983,00012.51%
Peterson Wealth Advisors, LLC 228,488$16,636,00012.14%
Legacy Financial Advisors, Inc. 438,442$31,923,00011.56%
Smart Money Group LLC 153,276$11,160,00010.13%
Merit Financial Group, LLC 852,083$61,403,0009.83%
Price Wealth, LLC 361,686$26,334,0009.81%
Arcus Capital Partners, LLC 237,268$17,275,0008.15%
Mascoma Wealth Management LLC 168,011$12,233,0008.07%
View complete list of ISHARES TR shareholders