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 | $1,517,441 | -7.8% | 23,267 | -4.6% | 0.40% | +1.3% |
| Q2 2023 | $1,645,471 | +2.4% | 24,377 | +2.7% | 0.39% | -5.1% |
| Q1 2023 | $1,606,235 | +5.7% | 23,743 | -0.6% | 0.41% | -3.7% |
| Q4 2022 | $1,519,580 | +6.7% | 23,898 | -4.3% | 0.43% | -6.6% |
| Q3 2022 | $1,423,744 | -10.7% | 24,974 | -0.9% | 0.46% | -8.4% |
| Q2 2022 | $1,595,000 | -8.8% | 25,193 | +3.9% | 0.50% | +10.1% |
| Q1 2022 | $1,749,000 | -3.3% | 24,242 | +2.9% | 0.45% | -1.9% |
| Q4 2021 | $1,808,000 | +4.1% | 23,552 | +2.2% | 0.46% | -11.1% |
| Q3 2021 | $1,737,000 | 0.0% | 23,056 | +0.3% | 0.52% | +3.8% |
| Q2 2021 | $1,737,000 | +4.1% | 22,991 | +0.6% | 0.50% | -13.1% |
| Q1 2021 | $1,668,000 | -0.1% | 22,846 | +0.4% | 0.58% | -2.2% |
| Q4 2020 | $1,670,000 | +7.7% | 22,749 | +0.0% | 0.59% | -2.8% |
| Q3 2020 | $1,550,000 | +2.2% | 22,747 | -0.9% | 0.61% | -9.9% |
| Q2 2020 | $1,516,000 | +8.8% | 22,945 | +2.1% | 0.68% | -12.8% |
| Q1 2020 | $1,394,000 | -23.7% | 22,463 | -8.4% | 0.77% | -0.4% |
| Q4 2019 | $1,828,000 | +10.1% | 24,530 | +8.3% | 0.78% | +6.1% |
| Q3 2019 | $1,660,000 | +6.5% | 22,658 | +5.6% | 0.73% | +1.9% |
| Q2 2019 | $1,558,000 | -3.6% | 21,453 | -4.4% | 0.72% | -8.7% |
| Q1 2019 | $1,616,000 | +8.5% | 22,442 | +0.5% | 0.79% | -13.1% |
| Q4 2018 | $1,489,000 | – | 22,331 | – | 0.90% | – |
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% |