ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 548 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $650,000 | +4.7% | 8,468 | +2.7% | 0.13% | -46.0% |
| Q3 2021 | $621,000 | +3.7% | 8,247 | +4.0% | 0.24% | +7.2% |
| Q2 2021 | $599,000 | +7.7% | 7,933 | +4.0% | 0.22% | -6.7% |
| Q1 2021 | $556,000 | +1.3% | 7,625 | +1.8% | 0.24% | -7.7% |
| Q4 2020 | $549,000 | -0.2% | 7,491 | -7.3% | 0.26% | -13.4% |
| Q3 2020 | $550,000 | +1.1% | 8,077 | -2.0% | 0.30% | -1.0% |
| Q2 2020 | $544,000 | +5.6% | 8,242 | -0.7% | 0.30% | -12.2% |
| Q1 2020 | $515,000 | -14.2% | 8,301 | +3.1% | 0.34% | -0.6% |
| Q4 2019 | $600,000 | +14.1% | 8,049 | +12.0% | 0.35% | +3.0% |
| Q3 2019 | $526,000 | +27.7% | 7,189 | +26.5% | 0.34% | +20.4% |
| Q2 2019 | $412,000 | – | 5,681 | – | 0.28% | – |
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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% |