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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $201,000 | -21.5% | 3,176 | -10.5% | 0.04% | -10.0% |
| Q1 2022 | $256,000 | -3.0% | 3,549 | +3.3% | 0.05% | 0.0% |
| Q4 2021 | $264,000 | -7.4% | 3,436 | -9.0% | 0.05% | -9.1% |
| Q3 2021 | $285,000 | -9.2% | 3,776 | -9.3% | 0.06% | -11.3% |
| Q2 2021 | $314,000 | -5.1% | 4,162 | -8.3% | 0.06% | -16.2% |
| Q1 2021 | $331,000 | -11.0% | 4,540 | -10.5% | 0.07% | -54.3% |
| Q4 2020 | $372,000 | -4.6% | 5,070 | -11.4% | 0.16% | +72.3% |
| Q3 2020 | $390,000 | -12.9% | 5,725 | -15.6% | 0.09% | -19.0% |
| Q2 2020 | $448,000 | -46.9% | 6,784 | -50.2% | 0.12% | -51.3% |
| Q1 2020 | $844,000 | -20.8% | 13,609 | -4.7% | 0.24% | -4.8% |
| Q4 2019 | $1,065,000 | -5.0% | 14,281 | -6.6% | 0.25% | +0.8% |
| Q3 2019 | $1,121,000 | – | 15,292 | – | 0.25% | – |
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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% |