ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 521 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $244,000 | -39.0% | 3,232 | -41.0% | 0.07% | -47.4% |
| Q1 2021 | $400,000 | -1.7% | 5,479 | -1.1% | 0.14% | -6.2% |
| Q4 2020 | $407,000 | +8.0% | 5,539 | 0.0% | 0.15% | -5.8% |
| Q3 2020 | $377,000 | +0.8% | 5,539 | -2.2% | 0.16% | -24.0% |
| Q2 2020 | $374,000 | -11.0% | 5,664 | -16.2% | 0.20% | -29.9% |
| Q1 2020 | $420,000 | -16.8% | 6,761 | -0.1% | 0.29% | +16.9% |
| Q4 2019 | $505,000 | +5.0% | 6,771 | +3.2% | 0.25% | -12.6% |
| Q3 2019 | $481,000 | +3.0% | 6,558 | +2.0% | 0.28% | -1.0% |
| Q2 2019 | $467,000 | +13.3% | 6,428 | +12.4% | 0.29% | +5.5% |
| Q1 2019 | $412,000 | -2.6% | 5,719 | -9.8% | 0.27% | -16.5% |
| Q4 2018 | $423,000 | -8.4% | 6,343 | +0.0% | 0.33% | +0.9% |
| Q3 2018 | $462,000 | +4.8% | 6,342 | +2.3% | 0.32% | -17.1% |
| Q2 2018 | $441,000 | -3.3% | 6,202 | +0.3% | 0.39% | +1.3% |
| Q1 2018 | $456,000 | +9.1% | 6,183 | +10.3% | 0.39% | -1.3% |
| Q4 2017 | $418,000 | – | 5,607 | – | 0.39% | – |
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% |