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 | $68,179 | -7.2% | 1,045 | -4.0% | 0.01% | 0.0% |
| Q2 2023 | $73,465 | -58.2% | 1,088 | -58.2% | 0.01% | -63.2% |
| Q1 2023 | $175,905 | +28.8% | 2,600 | +21.1% | 0.02% | +18.8% |
| Q4 2022 | $136,532 | +113.3% | 2,147 | +92.6% | 0.02% | +77.8% |
| Q3 2022 | $64,000 | -9.9% | 1,115 | 0.0% | 0.01% | -25.0% |
| Q2 2022 | $71,000 | -11.2% | 1,115 | +1.0% | 0.01% | -7.7% |
| Q1 2022 | $80,000 | -14.9% | 1,104 | -9.7% | 0.01% | -13.3% |
| Q4 2021 | $94,000 | +2.2% | 1,223 | -0.3% | 0.02% | -16.7% |
| Q3 2021 | $92,000 | +3.4% | 1,227 | +4.2% | 0.02% | -14.3% |
| Q2 2021 | $89,000 | -2.2% | 1,177 | -5.2% | 0.02% | -22.2% |
| Q1 2021 | $91,000 | +4.6% | 1,241 | +5.3% | 0.03% | -10.0% |
| Q4 2020 | $87,000 | +64.2% | 1,179 | +51.2% | 0.03% | +36.4% |
| Q3 2020 | $53,000 | +960.0% | 780 | +1014.3% | 0.02% | +1000.0% |
| Q2 2020 | $5,000 | +25.0% | 70 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $4,000 | +300.0% | 70 | +250.0% | 0.00% | +200.0% |
| Q4 2019 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $1,000 | – | 20 | – | 0.00% | – |
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% |