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 | $8,413 | +93377.8% | 129 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $9 | 0.0% | 129 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $9 | +12.5% | 129 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8 | -99.9% | 129 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | -12.5% | 129 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | -11.1% | 129 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -10.0% | 129 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | 0.0% | 129 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 129 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | +11.1% | 129 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | 0.0% | 129 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $9,000 | 0.0% | 129 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $9,000 | 0.0% | 129 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $9,000 | -60.9% | 129 | -64.0% | 0.01% | -62.5% |
| Q1 2020 | $23,000 | -14.8% | 358 | 0.0% | 0.02% | -11.1% |
| Q4 2019 | $27,000 | +3.8% | 358 | 0.0% | 0.02% | -5.3% |
| Q3 2019 | $26,000 | 0.0% | 358 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $26,000 | 0.0% | 358 | 0.0% | 0.02% | -5.0% |
| Q1 2019 | $26,000 | +8.3% | 358 | 0.0% | 0.02% | -4.8% |
| Q4 2018 | $24,000 | 0.0% | 358 | 0.0% | 0.02% | +23.5% |
| Q3 2018 | $24,000 | -7.7% | 358 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $26,000 | 0.0% | 358 | 0.0% | 0.02% | -5.6% |
| Q1 2018 | $26,000 | – | 358 | – | 0.02% | – |
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% |