ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 332 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.62 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $8,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | 0.0% | 108 | +1.9% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +14.3% | 106 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | 0.0% | 106 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $7,000 | -99.3% | 106 | -99.3% | 0.01% | -99.3% |
| Q1 2020 | $937,000 | -46.3% | 14,902 | -36.4% | 0.73% | -30.3% |
| Q4 2019 | $1,746,000 | -0.4% | 23,417 | -2.0% | 1.05% | -9.6% |
| Q3 2019 | $1,753,000 | -9.6% | 23,905 | -10.4% | 1.16% | -10.5% |
| Q2 2019 | $1,939,000 | +0.9% | 26,686 | -0.0% | 1.30% | -8.7% |
| Q1 2019 | $1,922,000 | +7.3% | 26,693 | -0.7% | 1.42% | -10.8% |
| Q4 2018 | $1,792,000 | -32.8% | 26,893 | -26.5% | 1.60% | -13.5% |
| Q3 2018 | $2,665,000 | +2.3% | 36,593 | -0.1% | 1.85% | -5.8% |
| Q2 2018 | $2,604,000 | -4.1% | 36,618 | -0.7% | 1.96% | -8.5% |
| Q1 2018 | $2,716,000 | +1.5% | 36,863 | +0.5% | 2.14% | +12.6% |
| Q4 2017 | $2,676,000 | – | 36,668 | – | 1.90% | – |
Download | ||||||
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% |