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 2020 | $601,000 | -4.1% | 8,816 | -7.2% | 0.10% | -10.3% |
| Q2 2020 | $627,000 | -0.3% | 9,496 | -6.4% | 0.12% | -13.3% |
| Q1 2020 | $629,000 | -26.8% | 10,142 | -12.0% | 0.14% | -14.0% |
| Q4 2019 | $859,000 | -0.3% | 11,531 | -2.0% | 0.16% | -8.2% |
| Q3 2019 | $862,000 | -4.2% | 11,765 | -5.1% | 0.17% | -6.6% |
| Q2 2019 | $900,000 | +1.9% | 12,394 | +1.1% | 0.18% | -18.7% |
| Q1 2019 | $883,000 | +0.1% | 12,262 | -7.3% | 0.22% | -6.6% |
| Q4 2018 | $882,000 | -12.8% | 13,224 | -4.7% | 0.24% | -10.7% |
| Q3 2018 | $1,011,000 | +1.5% | 13,883 | -0.8% | 0.27% | -6.2% |
| Q2 2018 | $996,000 | +8.5% | 13,996 | +11.0% | 0.29% | +4.7% |
| Q1 2018 | $918,000 | +0.1% | 12,609 | +1.8% | 0.28% | -7.4% |
| Q4 2017 | $917,000 | +9.6% | 12,385 | +5.2% | 0.30% | +4.6% |
| Q3 2017 | $837,000 | +20.8% | 11,770 | +16.2% | 0.28% | +6.0% |
| Q2 2017 | $693,000 | – | 10,125 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 794,211 | $52,084,000 | 20.67% |
| Burt Wealth Advisors | 543,101 | $39,179,000 | 11.75% |
| Prism Advisors, Inc. | 286,940 | $20,700,000 | 6.93% |
| Ballew Advisors, Inc | 120,480 | $8,595,000 | 6.56% |
| Personal Wealth Partners | 208,244 | $15,023,000 | 6.56% |
| AGILIS PARTNERS LLC | 177,902 | $12,834,000 | 6.42% |
| VAUGHAN & Co SECURITIES, INC. | 119,500 | $8,621,000 | 5.96% |
| Wharton Business Group, LLC | 1,313,872 | $94,783,000 | 5.75% |
| Forum Private Client Group LLC | 100,720 | $7,266,000 | 5.64% |
| JANICZEK WEALTH MANAGEMENT, LLC | 226,576 | $16,345,000 | 4.51% |