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 | $1,640,622 | -13.2% | 25,155 | -10.2% | 0.68% | -13.2% |
| Q2 2023 | $1,891,160 | -1.3% | 28,017 | -1.1% | 0.78% | -7.7% |
| Q1 2023 | $1,916,387 | +1.7% | 28,328 | -4.4% | 0.85% | -5.7% |
| Q4 2022 | $1,883,577 | -17.1% | 29,623 | -25.7% | 0.90% | -23.6% |
| Q3 2022 | $2,273,000 | -12.6% | 39,872 | -2.9% | 1.18% | -8.8% |
| Q2 2022 | $2,601,000 | -14.1% | 41,080 | -2.1% | 1.29% | +0.8% |
| Q1 2022 | $3,027,000 | -5.6% | 41,962 | +0.4% | 1.28% | -4.8% |
| Q4 2021 | $3,208,000 | +1.8% | 41,782 | -0.1% | 1.34% | -7.8% |
| Q3 2021 | $3,152,000 | -2.3% | 41,841 | -0.9% | 1.46% | -2.9% |
| Q2 2021 | $3,225,000 | +23.7% | 42,209 | +18.2% | 1.50% | +12.3% |
| Q1 2021 | $2,607,000 | +2.7% | 35,718 | +3.3% | 1.34% | -4.0% |
| Q4 2020 | $2,539,000 | +15.0% | 34,584 | +6.7% | 1.39% | -0.5% |
| Q3 2020 | $2,207,000 | -1.5% | 32,398 | -4.5% | 1.40% | -10.9% |
| Q2 2020 | $2,240,000 | -8.6% | 33,908 | -14.2% | 1.57% | -26.5% |
| Q1 2020 | $2,451,000 | -27.4% | 39,500 | -12.3% | 2.14% | -12.5% |
| Q4 2019 | $3,377,000 | +18.0% | 45,046 | +15.9% | 2.44% | +2.4% |
| Q3 2019 | $2,863,000 | +2.4% | 38,883 | +1.2% | 2.38% | +0.9% |
| Q2 2019 | $2,797,000 | +20.9% | 38,432 | +19.6% | 2.36% | +4.9% |
| Q1 2019 | $2,313,000 | +13.9% | 32,126 | +5.4% | 2.25% | +5.7% |
| Q4 2018 | $2,031,000 | +27.3% | 30,471 | +30.3% | 2.13% | +43.3% |
| Q3 2018 | $1,596,000 | +30.4% | 23,381 | +35.9% | 1.49% | +31.9% |
| Q2 2018 | $1,224,000 | -3.0% | 17,210 | +0.5% | 1.13% | -9.9% |
| Q1 2018 | $1,262,000 | +2.9% | 17,122 | +1.9% | 1.25% | -5.4% |
| Q4 2017 | $1,227,000 | – | 16,806 | – | 1.32% | – |
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% |