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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $279,000 | -4.1% | 3,629 | -6.1% | 0.06% | -17.9% |
| Q3 2021 | $291,000 | -2.7% | 3,865 | -2.3% | 0.08% | -2.5% |
| Q2 2021 | $299,000 | -3.9% | 3,958 | -7.0% | 0.08% | -14.0% |
| Q1 2021 | $311,000 | -33.7% | 4,257 | -33.3% | 0.09% | -39.2% |
| Q4 2020 | $469,000 | -49.2% | 6,385 | -54.8% | 0.15% | -56.2% |
| Q3 2020 | $924,000 | -1.7% | 14,114 | -0.8% | 0.35% | -8.4% |
| Q2 2020 | $940,000 | +0.8% | 14,226 | -1.5% | 0.38% | -7.1% |
| Q1 2020 | $933,000 | -8.3% | 14,449 | +5.9% | 0.41% | +9.9% |
| Q4 2019 | $1,017,000 | – | 13,641 | – | 0.37% | – |
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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% |