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 | $2,374,900 | 0.0% | 290 | -99.2% | 0.51% | +35.6% |
| Q4 2022 | $2,374,900 | -72.4% | 37,350 | -75.3% | 0.38% | -86.8% |
| Q3 2022 | $8,605,000 | -10.2% | 150,940 | -0.3% | 2.85% | -2.5% |
| Q2 2022 | $9,583,000 | -9.6% | 151,374 | +3.0% | 2.92% | -7.2% |
| Q1 2022 | $10,602,000 | -6.4% | 146,959 | -0.4% | 3.15% | -7.7% |
| Q4 2021 | $11,331,000 | +10.3% | 147,592 | +8.2% | 3.41% | +5.0% |
| Q3 2021 | $10,277,000 | -5.8% | 136,405 | -5.5% | 3.25% | -0.9% |
| Q2 2021 | $10,906,000 | -2.9% | 144,371 | -6.1% | 3.28% | -15.5% |
| Q1 2021 | $11,228,000 | -22.1% | 153,823 | -21.6% | 3.88% | -16.7% |
| Q4 2020 | $14,405,000 | +11.5% | 196,232 | +3.5% | 4.66% | -7.3% |
| Q3 2020 | $12,922,000 | +28.9% | 189,665 | +25.0% | 5.02% | +16.7% |
| Q2 2020 | $10,027,000 | +447.0% | 151,782 | +413.7% | 4.30% | +361.7% |
| Q1 2020 | $1,833,000 | – | 29,547 | – | 0.93% | – |
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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% |