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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $52,084,000 | -10.1% | 794,211 | +0.4% | 20.67% | +2.8% |
| Q4 2021 | $57,927,000 | +1.4% | 791,132 | +3.9% | 20.10% | +0.7% |
| Q3 2021 | $57,148,000 | -0.7% | 761,469 | +1.2% | 19.97% | +4.9% |
| Q2 2021 | $57,541,000 | +6.5% | 752,074 | +3.2% | 19.03% | +6.3% |
| Q1 2021 | $54,038,000 | -0.1% | 728,769 | +0.6% | 17.90% | -8.4% |
| Q4 2020 | $54,080,000 | +10.7% | 724,159 | +2.1% | 19.54% | -2.1% |
| Q3 2020 | $48,862,000 | +4.8% | 709,069 | +1.0% | 19.96% | +2.8% |
| Q2 2020 | $46,633,000 | +14.7% | 702,192 | +4.7% | 19.42% | -15.0% |
| Q1 2020 | $40,657,000 | -15.1% | 670,472 | +4.3% | 22.84% | -33.3% |
| Q4 2019 | $47,913,000 | +5.4% | 642,608 | +3.6% | 34.23% | -4.1% |
| Q3 2019 | $45,452,000 | +2.3% | 620,255 | +2.3% | 35.70% | +9.9% |
| Q2 2019 | $44,417,000 | -10.7% | 606,289 | -12.2% | 32.49% | -7.6% |
| Q1 2019 | $49,736,000 | +31.2% | 690,780 | +25.0% | 35.16% | +35.5% |
| Q4 2018 | $37,896,000 | -23.5% | 552,823 | -18.8% | 25.94% | -19.4% |
| Q3 2018 | $49,554,000 | +123.7% | 680,595 | +118.5% | 32.19% | +94.8% |
| Q2 2018 | $22,156,000 | +0.9% | 311,436 | +4.5% | 16.52% | +9.3% |
| Q1 2018 | $21,967,000 | +2.8% | 298,097 | +1.8% | 15.12% | +12.0% |
| Q4 2017 | $21,379,000 | +5.7% | 292,941 | +2.9% | 13.49% | +28.2% |
| Q3 2017 | $20,232,000 | +4.1% | 284,721 | +1.5% | 10.52% | +2.6% |
| Q2 2017 | $19,428,000 | +15.5% | 280,591 | +10.1% | 10.26% | +9.8% |
| Q1 2017 | $16,821,000 | +17.8% | 254,863 | +9.2% | 9.34% | +9.3% |
| Q4 2016 | $14,283,000 | -7.0% | 233,314 | +2.7% | 8.54% | -14.8% |
| Q3 2016 | $15,360,000 | +27.8% | 227,090 | +25.5% | 10.03% | +19.7% |
| Q2 2016 | $12,015,000 | +25.0% | 180,980 | +25.1% | 8.38% | +12.2% |
| Q1 2016 | $9,612,000 | +210.8% | 144,669 | +203.4% | 7.47% | +147.0% |
| Q4 2015 | $3,093,000 | – | 47,680 | – | 3.02% | – |
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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% |