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 2021 | $451,000 | -17.1% | 6,184 | -16.5% | 0.02% | -20.0% |
| Q4 2020 | $544,000 | -39.9% | 7,405 | -44.3% | 0.02% | -46.8% |
| Q3 2020 | $905,000 | -77.3% | 13,285 | -78.0% | 0.05% | -79.3% |
| Q2 2020 | $3,982,000 | +7.4% | 60,284 | +0.9% | 0.23% | -13.0% |
| Q1 2020 | $3,706,000 | -16.4% | 59,732 | +0.5% | 0.26% | +10.6% |
| Q4 2019 | $4,431,000 | +0.1% | 59,445 | -1.6% | 0.24% | -46.7% |
| Q3 2019 | $4,428,000 | +2.1% | 60,421 | +1.2% | 0.44% | -3.7% |
| Q2 2019 | $4,338,000 | -5.3% | 59,718 | -6.1% | 0.46% | -5.2% |
| Q1 2019 | $4,579,000 | +15.9% | 63,594 | +7.3% | 0.48% | +11.0% |
| Q4 2018 | $3,952,000 | -14.9% | 59,285 | -7.1% | 0.44% | -3.1% |
| Q3 2018 | $4,645,000 | +0.4% | 63,793 | -1.9% | 0.45% | -3.6% |
| Q2 2018 | $4,626,000 | +20.6% | 65,028 | +24.9% | 0.47% | +18.2% |
| Q1 2018 | $3,837,000 | +21.0% | 52,066 | +19.8% | 0.40% | +18.2% |
| Q4 2017 | $3,171,000 | +11.2% | 43,456 | +8.3% | 0.34% | +37.3% |
| Q3 2017 | $2,851,000 | – | 40,122 | – | 0.24% | – |
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% |