ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 521 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $7,320,000 | -0.9% | 97,162 | -0.6% | 0.14% | -16.0% |
| Q2 2021 | $7,387,000 | +2.6% | 97,795 | -0.9% | 0.16% | -6.9% |
| Q1 2021 | $7,202,000 | -1.2% | 98,672 | -0.7% | 0.17% | -4.4% |
| Q4 2020 | $7,293,000 | +7.7% | 99,347 | 0.0% | 0.18% | -24.8% |
| Q3 2020 | $6,769,000 | +11.3% | 99,347 | +7.9% | 0.24% | -16.6% |
| Q2 2020 | $6,084,000 | +5.2% | 92,104 | -1.2% | 0.29% | -44.6% |
| Q1 2020 | $5,784,000 | -20.9% | 93,213 | -5.0% | 0.52% | -68.1% |
| Q4 2019 | $7,314,000 | +4.1% | 98,118 | +2.3% | 1.64% | +52.8% |
| Q3 2019 | $7,027,000 | +14.2% | 95,898 | +13.2% | 1.07% | -29.5% |
| Q2 2019 | $6,154,000 | -7.1% | 84,726 | -7.9% | 1.52% | -8.8% |
| Q1 2019 | $6,622,000 | +6.9% | 91,973 | -1.1% | 1.67% | -19.8% |
| Q4 2018 | $6,197,000 | – | 92,970 | – | 2.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 606,289 | $44,417,000 | 32.49% |
| Financial Advisors, LLC | 376,528 | $27,351,000 | 17.55% |
| Burt Wealth Advisors | 452,560 | $32,874,000 | 14.41% |
| Legacy Financial Advisors, Inc. | 546,972 | $39,732,000 | 14.05% |
| Peterson Wealth Advisors, LLC | 288,806 | $20,979,000 | 13.28% |
| SimpliFi, Inc. | 274,449 | $19,936,000 | 11.92% |
| Merit Financial Group, LLC | 1,030,481 | $74,134,000 | 8.70% |
| NewDay Solutions, LLC | 158,748 | $11,536,000 | 8.35% |
| RHS Financial, LLC | 91,480 | $6,645,000 | 8.32% |
| Financial Insights, Inc. | 109,566 | $7,836,000 | 7.95% |