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 2022 | $955,000 | -49.7% | 16,752 | -44.2% | 0.33% | -47.6% |
| Q2 2022 | $1,900,000 | -16.7% | 30,015 | -5.1% | 0.63% | -1.1% |
| Q1 2022 | $2,282,000 | -11.7% | 31,631 | -6.0% | 0.64% | -10.9% |
| Q4 2021 | $2,584,000 | -3.6% | 33,655 | -5.4% | 0.72% | -9.1% |
| Q3 2021 | $2,680,000 | -0.6% | 35,569 | -0.3% | 0.79% | -0.4% |
| Q2 2021 | $2,696,000 | +0.6% | 35,684 | -2.8% | 0.79% | -5.5% |
| Q1 2021 | $2,680,000 | -13.8% | 36,712 | -13.3% | 0.84% | -18.8% |
| Q4 2020 | $3,109,000 | +8.2% | 42,356 | +0.7% | 1.03% | -1.7% |
| Q3 2020 | $2,873,000 | -45.7% | 42,065 | -46.5% | 1.05% | -49.9% |
| Q2 2020 | $5,290,000 | -53.6% | 78,602 | -58.2% | 2.10% | -60.4% |
| Q1 2020 | $11,402,000 | -23.6% | 188,024 | -6.0% | 5.30% | -11.3% |
| Q4 2019 | $14,917,000 | +4.1% | 200,127 | +2.3% | 5.97% | -1.7% |
| Q3 2019 | $14,329,000 | +1.5% | 195,543 | +0.9% | 6.08% | +4.5% |
| Q2 2019 | $14,114,000 | +8.6% | 193,772 | +7.3% | 5.82% | -1.1% |
| Q1 2019 | $12,997,000 | – | 180,513 | – | 5.88% | – |
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% |