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 | $99,000 | -14.7% | 1,353 | -14.1% | 0.01% | -16.7% |
| Q4 2020 | $116,000 | +10.5% | 1,575 | +1.9% | 0.01% | -33.3% |
| Q3 2020 | $105,000 | +54.4% | 1,545 | +49.7% | 0.01% | +50.0% |
| Q2 2020 | $68,000 | -33.3% | 1,032 | -36.3% | 0.01% | -45.5% |
| Q1 2020 | $102,000 | -15.7% | 1,620 | 0.0% | 0.01% | -8.3% |
| Q4 2019 | $121,000 | +10.0% | 1,620 | +8.4% | 0.01% | 0.0% |
| Q3 2019 | $110,000 | +0.9% | 1,495 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $109,000 | +0.9% | 1,495 | 0.0% | 0.01% | -7.7% |
| Q1 2019 | $108,000 | +1.9% | 1,495 | -6.3% | 0.01% | -13.3% |
| Q4 2018 | $106,000 | +15.2% | 1,595 | +17.9% | 0.02% | +25.0% |
| Q3 2018 | $92,000 | +31.4% | 1,353 | +37.4% | 0.01% | +20.0% |
| Q2 2018 | $70,000 | -4.1% | 985 | 0.0% | 0.01% | -16.7% |
| Q1 2018 | $73,000 | +1360.0% | 985 | +1231.1% | 0.01% | +1100.0% |
| Q4 2017 | $5,000 | – | 74 | – | 0.00% | – |
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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% |