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 2023 | $1,777,206 | -4.2% | 27,249 | -0.9% | 0.09% | -7.2% |
| Q2 2023 | $1,856,034 | +6.2% | 27,496 | +6.4% | 0.10% | -3.0% |
| Q1 2023 | $1,748,328 | +1.9% | 25,844 | -4.2% | 0.10% | -7.4% |
| Q4 2022 | $1,715,760 | +1.2% | 26,984 | -9.3% | 0.11% | -16.3% |
| Q3 2022 | $1,696,000 | -3.0% | 29,757 | +7.8% | 0.13% | -16.2% |
| Q2 2022 | $1,748,000 | -12.3% | 27,606 | -0.1% | 0.15% | +2.0% |
| Q1 2022 | $1,994,000 | -15.9% | 27,640 | -10.5% | 0.15% | -13.7% |
| Q4 2021 | $2,370,000 | -16.4% | 30,871 | -18.0% | 0.18% | -24.2% |
| Q3 2021 | $2,835,000 | -15.1% | 37,633 | -14.9% | 0.23% | +9.0% |
| Q2 2021 | $3,340,000 | -17.7% | 44,215 | -20.4% | 0.21% | -27.4% |
| Q1 2021 | $4,057,000 | -4.7% | 55,577 | -4.2% | 0.29% | -17.5% |
| Q4 2020 | $4,258,000 | +6.3% | 58,006 | -1.3% | 0.35% | -11.9% |
| Q3 2020 | $4,004,000 | -0.4% | 58,767 | -3.5% | 0.40% | -27.0% |
| Q2 2020 | $4,022,000 | +18.1% | 60,880 | +10.9% | 0.55% | +12.2% |
| Q1 2020 | $3,407,000 | -15.2% | 54,910 | +1.9% | 0.49% | +3.2% |
| Q4 2019 | $4,019,000 | +221.3% | 53,902 | +215.6% | 0.48% | +180.0% |
| Q3 2019 | $1,251,000 | +155.8% | 17,077 | +153.8% | 0.17% | +139.4% |
| Q2 2019 | $489,000 | +38.1% | 6,729 | +36.9% | 0.07% | +20.3% |
| Q1 2019 | $354,000 | +1866.7% | 4,917 | +1859.0% | 0.06% | +1080.0% |
| Q1 2018 | $18,000 | +12.5% | 251 | +19.0% | 0.01% | +25.0% |
| Q4 2017 | $16,000 | +166.7% | 211 | +160.5% | 0.00% | +33.3% |
| Q3 2017 | $6,000 | -85.0% | 81 | 0.0% | 0.00% | -84.2% |
| Q2 2017 | $40,000 | +700.0% | 81 | +8.0% | 0.02% | +533.3% |
| Q1 2017 | $5,000 | +25.0% | 75 | +2.7% | 0.00% | 0.0% |
| Q4 2016 | $4,000 | – | 73 | – | 0.00% | – |
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% |