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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $513,000 | -12.2% | 8,100 | 0.0% | 0.26% | -2.3% |
| Q1 2022 | $584,000 | -6.1% | 8,100 | 0.0% | 0.26% | -6.1% |
| Q4 2021 | $622,000 | +2.0% | 8,100 | 0.0% | 0.28% | -12.5% |
| Q3 2021 | $610,000 | +147.0% | 8,100 | +147.7% | 0.32% | +138.8% |
| Q2 2021 | $247,000 | -9.9% | 3,270 | -12.8% | 0.13% | -16.2% |
| Q1 2021 | $274,000 | -0.4% | 3,751 | 0.0% | 0.16% | -5.3% |
| Q4 2020 | $275,000 | +7.4% | 3,751 | 0.0% | 0.17% | -7.7% |
| Q3 2020 | $256,000 | -13.5% | 3,751 | -16.3% | 0.18% | -21.5% |
| Q2 2020 | $296,000 | +6.5% | 4,481 | +0.2% | 0.23% | -11.4% |
| Q1 2020 | $278,000 | -16.8% | 4,474 | -0.0% | 0.26% | -21.5% |
| Q4 2019 | $334,000 | +2.1% | 4,475 | +0.2% | 0.34% | +12.0% |
| Q3 2019 | $327,000 | – | 4,464 | – | 0.30% | – |
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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% |