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 2022 | $215,000 | -37.5% | 3,389 | -28.9% | 0.01% | -38.1% |
| Q1 2022 | $344,000 | -15.7% | 4,766 | -10.3% | 0.02% | -12.5% |
| Q4 2021 | $408,000 | -28.3% | 5,311 | -29.7% | 0.02% | -35.1% |
| Q3 2021 | $569,000 | -43.4% | 7,552 | -43.2% | 0.04% | -44.8% |
| Q2 2021 | $1,005,000 | -5.4% | 13,307 | -8.5% | 0.07% | -13.0% |
| Q1 2021 | $1,062,000 | -10.1% | 14,549 | -9.6% | 0.08% | -26.7% |
| Q4 2020 | $1,181,000 | +78.9% | 16,090 | +66.2% | 0.10% | +45.8% |
| Q3 2020 | $660,000 | +24.5% | 9,683 | +20.6% | 0.07% | +9.1% |
| Q2 2020 | $530,000 | +14.2% | 8,027 | +7.4% | 0.07% | -2.9% |
| Q1 2020 | $464,000 | -38.5% | 7,477 | -26.2% | 0.07% | -29.2% |
| Q4 2019 | $755,000 | -10.5% | 10,134 | -12.0% | 0.10% | -21.3% |
| Q3 2019 | $844,000 | -9.1% | 11,515 | -9.9% | 0.12% | -17.0% |
| Q2 2019 | $929,000 | +4.1% | 12,785 | +3.2% | 0.15% | -3.3% |
| Q1 2019 | $892,000 | -25.2% | 12,390 | -30.7% | 0.15% | -34.2% |
| Q4 2018 | $1,192,000 | -27.3% | 17,882 | -20.6% | 0.23% | -23.3% |
| Q3 2018 | $1,640,000 | +4.1% | 22,529 | +1.8% | 0.30% | -2.6% |
| Q2 2018 | $1,575,000 | +59.9% | 22,140 | +65.6% | 0.31% | +38.6% |
| Q1 2018 | $985,000 | +1268.1% | 13,368 | +1262.7% | 0.22% | +1073.7% |
| Q4 2017 | $72,000 | +2.9% | 981 | 0.0% | 0.02% | -9.5% |
| Q3 2017 | $70,000 | +2.9% | 981 | 0.0% | 0.02% | -36.4% |
| Q2 2017 | $68,000 | – | 981 | – | 0.03% | – |
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% |