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 | $143,892 | -45.3% | 2,127 | -48.9% | 0.10% | -47.4% |
| Q2 2022 | $263,000 | -29.3% | 4,162 | -19.4% | 0.20% | -17.6% |
| Q1 2022 | $372,000 | -6.1% | 5,162 | 0.0% | 0.24% | -1.2% |
| Q4 2021 | $396,000 | +1.8% | 5,162 | 0.0% | 0.24% | -10.7% |
| Q3 2021 | $389,000 | -22.8% | 5,162 | -22.7% | 0.27% | -23.9% |
| Q2 2021 | $504,000 | -50.2% | 6,677 | -51.9% | 0.36% | -50.6% |
| Q1 2021 | $1,013,000 | -10.0% | 13,873 | -9.4% | 0.72% | -25.1% |
| Q4 2020 | $1,125,000 | -71.2% | 15,320 | -73.3% | 0.96% | -71.9% |
| Q3 2020 | $3,908,000 | +5.6% | 57,356 | +2.4% | 3.42% | +2.7% |
| Q2 2020 | $3,700,000 | +24.4% | 56,010 | +16.8% | 3.33% | +15.0% |
| Q1 2020 | $2,974,000 | +16.0% | 47,936 | +39.4% | 2.89% | +34.5% |
| Q4 2019 | $2,564,000 | +21.9% | 34,396 | +19.8% | 2.15% | +20.8% |
| Q3 2019 | $2,104,000 | +0.9% | 28,711 | +0.0% | 1.78% | +3.8% |
| Q2 2019 | $2,085,000 | +30.7% | 28,707 | +29.6% | 1.72% | +28.0% |
| Q1 2019 | $1,595,000 | +16.3% | 22,153 | +7.7% | 1.34% | +0.5% |
| Q4 2018 | $1,371,000 | -31.2% | 20,564 | -24.9% | 1.33% | -15.1% |
| Q3 2018 | $1,994,000 | +0.5% | 27,383 | -1.8% | 1.57% | -7.7% |
| Q2 2018 | $1,984,000 | -3.3% | 27,883 | +0.1% | 1.70% | -3.7% |
| Q1 2018 | $2,052,000 | +40.0% | 27,851 | +38.7% | 1.77% | +50.8% |
| Q4 2017 | $1,466,000 | +22.7% | 20,085 | +19.4% | 1.17% | +33.3% |
| Q3 2017 | $1,195,000 | +4.1% | 16,818 | +1.5% | 0.88% | +6.9% |
| Q2 2017 | $1,148,000 | +51.9% | 16,574 | +44.7% | 0.82% | +42.6% |
| Q1 2017 | $756,000 | +170.0% | 11,458 | +176.8% | 0.58% | +182.8% |
| Q3 2016 | $280,000 | – | 4,140 | – | 0.20% | – |
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% |