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 | $221,000 | -35.8% | 2,922 | -37.9% | 0.17% | -44.7% |
| Q1 2021 | $344,000 | -44.2% | 4,707 | -44.0% | 0.31% | -44.4% |
| Q4 2020 | $617,000 | -45.5% | 8,407 | -49.4% | 0.56% | -52.2% |
| Q3 2020 | $1,132,000 | -13.9% | 16,615 | -16.5% | 1.17% | -25.8% |
| Q2 2020 | $1,315,000 | -12.2% | 19,902 | -17.6% | 1.58% | -20.4% |
| Q1 2020 | $1,498,000 | -66.0% | 24,146 | +11078.7% | 1.98% | -41.3% |
| Q4 2019 | $4,404,000 | – | 216 | – | 3.37% | – |
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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% |