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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,366,000 | +11.9% | 17,793 | +9.8% | 0.36% | +5.0% |
| Q3 2021 | $1,221,000 | +27.7% | 16,205 | +28.0% | 0.34% | +22.5% |
| Q2 2021 | $956,000 | +10.6% | 12,656 | +6.9% | 0.28% | +10.4% |
| Q1 2021 | $864,000 | -11.2% | 11,836 | -10.7% | 0.25% | -23.1% |
| Q4 2020 | $973,000 | +22.2% | 13,248 | +13.4% | 0.32% | +9.1% |
| Q3 2020 | $796,000 | +12.1% | 11,682 | +8.7% | 0.30% | +1.4% |
| Q2 2020 | $710,000 | -1.4% | 10,749 | -7.3% | 0.29% | -19.5% |
| Q1 2020 | $720,000 | -19.5% | 11,598 | -3.4% | 0.36% | +1.4% |
| Q4 2019 | $894,000 | +5.2% | 12,000 | +3.4% | 0.36% | +2.6% |
| Q3 2019 | $850,000 | +66.0% | 11,604 | +64.7% | 0.35% | +64.0% |
| Q2 2019 | $512,000 | +176.8% | 7,046 | +174.0% | 0.21% | +185.3% |
| Q1 2019 | $185,000 | – | 2,572 | – | 0.08% | – |
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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% |