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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,381,498 | -6.9% | 36,515 | -3.7% | 0.33% | -5.7% |
| Q2 2023 | $2,558,208 | +2.4% | 37,899 | +2.6% | 0.35% | +1.2% |
| Q1 2023 | $2,498,430 | +4.6% | 36,932 | -1.7% | 0.34% | -0.9% |
| Q4 2022 | $2,387,869 | +7.2% | 37,554 | -3.9% | 0.35% | -1.1% |
| Q3 2022 | $2,228,000 | -12.4% | 39,089 | -2.7% | 0.35% | -8.6% |
| Q2 2022 | $2,544,000 | -8.9% | 40,180 | +3.8% | 0.38% | +1.1% |
| Q1 2022 | $2,792,000 | -10.1% | 38,706 | -4.4% | 0.38% | -8.4% |
| Q4 2021 | $3,107,000 | +4.3% | 40,469 | +2.3% | 0.42% | -6.3% |
| Q3 2021 | $2,979,000 | +1.5% | 39,545 | +1.7% | 0.44% | -0.2% |
| Q2 2021 | $2,936,000 | +3.1% | 38,870 | -0.4% | 0.44% | -7.7% |
| Q1 2021 | $2,849,000 | +4.6% | 39,026 | +5.2% | 0.48% | -9.2% |
| Q4 2020 | $2,723,000 | +15.0% | 37,098 | +6.8% | 0.53% | -7.3% |
| Q3 2020 | $2,367,000 | +38.8% | 34,740 | +34.6% | 0.57% | +1.4% |
| Q2 2020 | $1,705,000 | +31.1% | 25,808 | +26.4% | 0.56% | +22.6% |
| Q1 2020 | $1,301,000 | +10.0% | 20,422 | +29.4% | 0.46% | +31.1% |
| Q4 2019 | $1,183,000 | +35.0% | 15,779 | +31.9% | 0.35% | +13.2% |
| Q3 2019 | $876,000 | +14.2% | 11,959 | +12.2% | 0.31% | +5.4% |
| Q2 2019 | $767,000 | +46.4% | 10,656 | +46.3% | 0.29% | +38.0% |
| Q1 2019 | $524,000 | +88.5% | 7,282 | +74.4% | 0.21% | +56.6% |
| Q4 2018 | $278,000 | – | 4,176 | – | 0.14% | – |
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% |