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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $204,000 | -86.7% | 2,832 | -86.0% | 0.14% | -75.0% |
| Q4 2021 | $1,539,000 | +108.5% | 20,228 | +106.6% | 0.56% | -4.9% |
| Q3 2021 | $738,000 | +5.4% | 9,790 | +5.7% | 0.59% | +5.5% |
| Q2 2021 | $700,000 | +3.6% | 9,265 | 0.0% | 0.56% | -9.9% |
| Q1 2021 | $676,000 | -1.9% | 9,265 | -1.3% | 0.62% | -13.8% |
| Q4 2020 | $689,000 | +12.0% | 9,390 | +0.9% | 0.72% | -21.9% |
| Q3 2020 | $615,000 | 0.0% | 9,309 | 0.0% | 0.93% | 0.0% |
| Q2 2020 | $615,000 | -1.4% | 9,309 | -7.4% | 0.93% | -30.7% |
| Q1 2020 | $624,000 | -13.9% | 10,049 | +3.3% | 1.34% | -0.3% |
| Q4 2019 | $725,000 | +12.8% | 9,726 | +10.9% | 1.34% | +2.1% |
| Q3 2019 | $643,000 | +30.4% | 8,771 | +29.2% | 1.32% | +24.7% |
| Q2 2019 | $493,000 | +71.2% | 6,791 | +69.8% | 1.06% | +109.5% |
| Q1 2019 | $288,000 | – | 4,000 | – | 0.50% | – |
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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% |