ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 518 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $249,000 | -96.9% | 3,304 | -97.0% | 0.03% | -97.4% |
| Q1 2021 | $8,157,000 | +58.8% | 111,747 | +59.7% | 1.24% | +63.6% |
| Q4 2020 | $5,138,000 | +21.7% | 69,982 | +12.9% | 0.76% | +8.2% |
| Q3 2020 | $4,223,000 | -6.6% | 61,989 | -9.4% | 0.70% | -15.7% |
| Q2 2020 | $4,521,000 | +124.3% | 68,440 | +110.7% | 0.83% | +78.8% |
| Q1 2020 | $2,016,000 | -57.6% | 32,487 | -49.1% | 0.46% | -42.0% |
| Q4 2019 | $4,759,000 | – | 63,846 | – | 0.80% | – |
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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% |