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 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 | 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% |