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 2021 | $11,830,000 | -26.8% | 156,611 | -29.3% | 1.20% | -32.5% |
| Q1 2021 | $16,172,000 | -69.4% | 221,558 | -69.2% | 1.78% | -71.2% |
| Q4 2020 | $52,885,000 | +11.8% | 720,409 | +3.8% | 6.18% | -3.0% |
| Q3 2020 | $47,291,000 | +4.9% | 694,116 | +1.7% | 6.36% | -14.7% |
| Q2 2020 | $45,084,000 | +13.0% | 682,470 | +6.2% | 7.46% | -7.3% |
| Q1 2020 | $39,885,000 | -7.8% | 642,792 | +10.8% | 8.06% | +13.8% |
| Q4 2019 | $43,241,000 | +31.7% | 580,093 | +29.5% | 7.08% | +21.2% |
| Q3 2019 | $32,821,000 | +1.0% | 447,879 | +0.1% | 5.84% | -0.1% |
| Q2 2019 | $32,491,000 | +3.3% | 447,294 | +2.4% | 5.85% | -0.3% |
| Q1 2019 | $31,444,000 | +15.3% | 436,719 | +6.7% | 5.86% | +3.2% |
| Q4 2018 | $27,277,000 | – | 409,189 | – | 5.68% | – |
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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% |