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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $360,471 | -10.9% | 5,527 | -7.7% | 0.02% | -8.0% |
| Q2 2023 | $404,393 | +2.7% | 5,991 | +3.0% | 0.02% | 0.0% |
| Q1 2023 | $393,655 | +0.5% | 5,819 | -5.6% | 0.02% | -10.7% |
| Q4 2022 | $391,874 | +101421.8% | 6,163 | -8.9% | 0.03% | -6.7% |
| Q3 2022 | $386 | -20.1% | 6,768 | -11.3% | 0.03% | -21.1% |
| Q2 2022 | $483 | -19.9% | 7,629 | -8.7% | 0.04% | -7.3% |
| Q1 2022 | $603 | -87.6% | 8,358 | -87.5% | 0.04% | -94.6% |
| Q1 2021 | $4,871 | +2.5% | 66,734 | +3.1% | 0.76% | -20.0% |
| Q4 2020 | $4,750 | +14.1% | 64,702 | +5.9% | 0.95% | -4.8% |
| Q3 2020 | $4,163 | -98.9% | 61,097 | +971.7% | 0.99% | +935.4% |
| Q2 2020 | $377,000 | – | 5,701 | – | 0.10% | – |
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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% |