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 | $132,000 | -44.1% | 2,091 | -33.3% | 0.02% | -39.3% |
| Q3 2021 | $236,000 | -0.4% | 3,136 | 0.0% | 0.03% | -3.4% |
| Q2 2021 | $237,000 | -22.8% | 3,136 | -25.4% | 0.03% | -29.3% |
| Q1 2021 | $307,000 | -1.0% | 4,202 | -0.6% | 0.04% | -6.8% |
| Q4 2020 | $310,000 | -12.7% | 4,229 | -18.9% | 0.04% | -22.8% |
| Q3 2020 | $355,000 | +10.2% | 5,212 | +7.1% | 0.06% | +1.8% |
| Q2 2020 | $322,000 | -3.3% | 4,868 | -9.2% | 0.06% | -22.2% |
| Q1 2020 | $333,000 | +52.8% | 5,364 | +83.1% | 0.07% | +94.6% |
| Q4 2019 | $218,000 | +23.2% | 2,929 | +18.9% | 0.04% | +23.3% |
| Q1 2019 | $177,000 | -0.6% | 2,464 | -7.6% | 0.03% | -18.9% |
| Q4 2018 | $178,000 | -14.8% | 2,666 | -7.0% | 0.04% | +5.7% |
| Q3 2018 | $209,000 | +2.5% | 2,866 | 0.0% | 0.04% | -5.4% |
| Q2 2018 | $204,000 | -8.1% | 2,866 | -4.7% | 0.04% | -9.8% |
| Q1 2018 | $222,000 | +1.4% | 3,006 | 0.0% | 0.04% | +2.5% |
| Q4 2017 | $219,000 | – | 3,006 | – | 0.04% | – |
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% |