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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $282,168 | +4.9% | 4,171 | -1.9% | 0.01% | -33.3% |
| Q2 2022 | $269,000 | -48.4% | 4,253 | -41.1% | 0.01% | -50.0% |
| Q1 2022 | $521,000 | +45.9% | 7,221 | +55.5% | 0.02% | +9.1% |
| Q4 2021 | $357,000 | +32.2% | 4,644 | +29.5% | 0.02% | +4.8% |
| Q3 2021 | $270,000 | -28.2% | 3,585 | -35.0% | 0.02% | -12.5% |
| Q3 2020 | $376,000 | – | 5,519 | – | 0.02% | – |
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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% |