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 2022 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | -25.0% | 50 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 50 | -9.1% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 55 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | -50.0% | 55 | -49.5% | 0.00% | -100.0% |
| Q2 2021 | $8,000 | -99.7% | 109 | -99.7% | 0.00% | -99.7% |
| Q1 2021 | $2,433,000 | -65.1% | 33,334 | -64.9% | 0.30% | -67.9% |
| Q4 2020 | $6,968,000 | +7.2% | 94,938 | -0.5% | 0.95% | -3.6% |
| Q3 2020 | $6,500,000 | +7.2% | 95,408 | +4.0% | 0.98% | -3.5% |
| Q2 2020 | $6,061,000 | -9.0% | 91,753 | -14.5% | 1.02% | -29.2% |
| Q1 2020 | $6,659,000 | -21.9% | 107,338 | -6.2% | 1.44% | -4.2% |
| Q4 2019 | $8,528,000 | -3.3% | 114,408 | -4.9% | 1.50% | -10.3% |
| Q3 2019 | $8,817,000 | -0.2% | 120,323 | -1.1% | 1.67% | -1.5% |
| Q2 2019 | $8,832,000 | +0.3% | 121,603 | -0.6% | 1.70% | -4.5% |
| Q1 2019 | $8,805,000 | +7.9% | 122,303 | -0.1% | 1.78% | -1.9% |
| Q4 2018 | $8,157,000 | -8.1% | 122,383 | +0.3% | 1.81% | +4.0% |
| Q3 2018 | $8,880,000 | -18.2% | 121,958 | -20.1% | 1.74% | -14.0% |
| Q2 2018 | $10,856,000 | +20.0% | 152,623 | +24.4% | 2.03% | +19.5% |
| Q1 2018 | $9,043,000 | +0.8% | 122,723 | -0.1% | 1.70% | +76.9% |
| Q4 2017 | $8,968,000 | +8.8% | 122,893 | +6.0% | 0.96% | +5.6% |
| Q3 2017 | $8,239,000 | +2.0% | 115,943 | -0.6% | 0.91% | +4.1% |
| Q2 2017 | $8,074,000 | +26.5% | 116,619 | +20.6% | 0.87% | -35.1% |
| Q1 2017 | $6,384,000 | +8.0% | 96,729 | +0.2% | 1.34% | +3.6% |
| Q4 2016 | $5,910,000 | -9.6% | 96,539 | -0.1% | 1.30% | -13.1% |
| Q3 2016 | $6,537,000 | +3.6% | 96,664 | +1.7% | 1.49% | +0.1% |
| Q2 2016 | $6,312,000 | +0.1% | 95,094 | +0.2% | 1.49% | -2.2% |
| Q1 2016 | $6,305,000 | -14.5% | 94,894 | -16.6% | 1.52% | -14.7% |
| Q4 2015 | $7,378,000 | +10.0% | 113,755 | +5.8% | 1.78% | +2.9% |
| Q3 2015 | $6,706,000 | -4.5% | 107,500 | 0.0% | 1.73% | +4.3% |
| Q2 2015 | $7,019,000 | -1.3% | 107,500 | -0.4% | 1.66% | +0.4% |
| Q1 2015 | $7,110,000 | +77.5% | 107,925 | +66.2% | 1.66% | +82.4% |
| Q4 2014 | $4,006,000 | – | 64,920 | – | 0.91% | – |
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% |