ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 562 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $237,000 | -48.8% | 3,248 | -48.5% | 0.08% | -51.0% |
| Q4 2020 | $463,000 | -11.3% | 6,308 | -17.6% | 0.15% | -21.9% |
| Q3 2020 | $522,000 | -29.4% | 7,659 | -31.5% | 0.20% | -32.2% |
| Q2 2020 | $739,000 | -4.5% | 11,179 | -10.3% | 0.29% | -18.1% |
| Q1 2020 | $774,000 | -38.5% | 12,466 | -26.1% | 0.35% | -24.9% |
| Q4 2019 | $1,258,000 | -8.8% | 16,879 | -10.4% | 0.47% | -10.8% |
| Q3 2019 | $1,380,000 | -24.7% | 18,838 | -25.3% | 0.53% | -24.2% |
| Q2 2019 | $1,832,000 | -7.4% | 25,213 | -8.2% | 0.70% | -11.4% |
| Q1 2019 | $1,978,000 | +21.5% | 27,465 | +0.4% | 0.78% | -15.8% |
| Q4 2018 | $1,628,000 | -17.7% | 27,349 | -9.3% | 0.93% | -14.7% |
| Q3 2018 | $1,977,000 | -10.2% | 30,149 | -2.6% | 1.09% | +15.2% |
| Q2 2018 | $2,202,000 | +0.6% | 30,964 | +3.3% | 0.95% | -5.4% |
| Q1 2018 | $2,188,000 | +408.8% | 29,966 | +409.3% | 1.00% | +167.2% |
| Q4 2017 | $430,000 | -19.8% | 5,884 | -21.9% | 0.38% | -50.3% |
| Q3 2017 | $536,000 | -71.8% | 7,538 | -72.7% | 0.75% | -22.4% |
| Q2 2017 | $1,898,000 | +5.0% | 27,596 | +0.5% | 0.97% | +2.2% |
| Q1 2017 | $1,808,000 | +10.6% | 27,449 | +5.4% | 0.95% | +5.4% |
| Q4 2016 | $1,634,000 | – | 26,040 | – | 0.90% | – |
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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% |