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 2023 | $205,743 | +0.3% | 3,048 | +0.5% | 0.03% | -12.5% |
| Q1 2023 | $205,139 | -95.5% | 3,032 | -96.2% | 0.03% | -95.8% |
| Q3 2022 | $4,595,000 | -47.9% | 80,592 | -42.2% | 0.77% | -43.1% |
| Q2 2022 | $8,824,000 | -19.9% | 139,381 | -8.7% | 1.35% | -12.3% |
| Q1 2022 | $11,011,000 | +0.1% | 152,637 | +6.5% | 1.54% | -1.8% |
| Q4 2021 | $11,000,000 | +4.9% | 143,288 | +3.0% | 1.56% | -5.5% |
| Q3 2021 | $10,482,000 | +1.5% | 139,127 | +1.7% | 1.66% | -0.1% |
| Q2 2021 | $10,330,000 | +11.9% | 136,749 | +8.2% | 1.66% | +4.8% |
| Q1 2021 | $9,228,000 | +17.7% | 126,430 | +18.4% | 1.58% | +8.2% |
| Q4 2020 | $7,838,000 | +7.5% | 106,768 | -0.2% | 1.46% | -9.4% |
| Q3 2020 | $7,288,000 | +2.7% | 106,977 | -0.4% | 1.61% | -3.1% |
| Q2 2020 | $7,097,000 | +12.8% | 107,436 | +6.0% | 1.66% | -1.9% |
| Q1 2020 | $6,291,000 | -7.4% | 101,379 | +11.2% | 1.70% | +18.7% |
| Q4 2019 | $6,796,000 | +3.8% | 91,174 | +4.5% | 1.43% | -1.0% |
| Q3 2019 | $6,545,000 | +5.4% | 87,215 | +2.1% | 1.44% | -0.6% |
| Q2 2019 | $6,207,000 | +45.0% | 85,444 | +43.7% | 1.45% | +37.1% |
| Q1 2019 | $4,281,000 | +21.0% | 59,455 | +12.0% | 1.06% | +2.0% |
| Q4 2018 | $3,537,000 | – | 53,062 | – | 1.04% | – |
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% |