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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $149,000 | +18.3% | 2,040 | +10.2% | 0.02% | +13.6% |
| Q3 2020 | $126,000 | +12.5% | 1,851 | +8.3% | 0.02% | +10.0% |
| Q2 2020 | $112,000 | +646.7% | 1,709 | +578.2% | 0.02% | +566.7% |
| Q1 2020 | $15,000 | -99.6% | 252 | -99.5% | 0.00% | -99.4% |
| Q4 2019 | $3,438,000 | +2.8% | 46,127 | +1.0% | 0.53% | -8.8% |
| Q3 2019 | $3,345,000 | +0.6% | 45,649 | -0.3% | 0.58% | +1.9% |
| Q2 2019 | $3,326,000 | -14.0% | 45,793 | -14.8% | 0.57% | -23.1% |
| Q1 2019 | $3,869,000 | – | 53,741 | – | 0.74% | – |
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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% |