ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 546 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $12,000 | 0.0% | 170 | 0.0% | 0.00% | – |
| Q4 2020 | $12,000 | 0.0% | 170 | 0.0% | 0.00% | – |
| Q3 2020 | $12,000 | +9.1% | 170 | 0.0% | 0.00% | – |
| Q2 2020 | $11,000 | 0.0% | 170 | 0.0% | 0.00% | -100.0% |
| Q1 2020 | $11,000 | -91.3% | 170 | -89.9% | 0.00% | -80.0% |
| Q4 2019 | $126,000 | +2.4% | 1,685 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $123,000 | +0.8% | 1,685 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $122,000 | +0.8% | 1,685 | 0.0% | 0.01% | +25.0% |
| Q1 2019 | $121,000 | +8.0% | 1,685 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $112,000 | -8.9% | 1,685 | 0.0% | 0.00% | +33.3% |
| Q3 2018 | $123,000 | +2.5% | 1,685 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $120,000 | -3.2% | 1,685 | 0.0% | 0.00% | -25.0% |
| Q1 2018 | $124,000 | +0.8% | 1,685 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $123,000 | +2.5% | 1,685 | 0.0% | 0.00% | +33.3% |
| Q3 2017 | $120,000 | +2.6% | 1,685 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $117,000 | +5.4% | 1,685 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $111,000 | +7.8% | 1,685 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $103,000 | -9.6% | 1,685 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $114,000 | -10.2% | 1,685 | -12.0% | 0.00% | -25.0% |
| Q2 2016 | $127,000 | 0.0% | 1,915 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $127,000 | +2.4% | 1,915 | 0.0% | 0.00% | +33.3% |
| Q4 2015 | $124,000 | – | 1,915 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 794,211 | $52,084,000 | 20.67% |
| Burt Wealth Advisors | 543,101 | $39,179,000 | 11.75% |
| Prism Advisors, Inc. | 286,940 | $20,700,000 | 6.93% |
| Ballew Advisors, Inc | 120,480 | $8,595,000 | 6.56% |
| Personal Wealth Partners | 208,244 | $15,023,000 | 6.56% |
| AGILIS PARTNERS LLC | 177,902 | $12,834,000 | 6.42% |
| VAUGHAN & Co SECURITIES, INC. | 119,500 | $8,621,000 | 5.96% |
| Wharton Business Group, LLC | 1,313,872 | $94,783,000 | 5.75% |
| Forum Private Client Group LLC | 100,720 | $7,266,000 | 5.64% |
| JANICZEK WEALTH MANAGEMENT, LLC | 226,576 | $16,345,000 | 4.51% |