ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 563 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $489,000 | -97.0% | 6,704 | -97.0% | 0.13% | -97.3% |
Q4 2020 | $16,225,000 | +10.4% | 221,024 | +2.5% | 4.70% | -14.5% |
Q3 2020 | $14,696,000 | +9.8% | 215,704 | +6.5% | 5.49% | -5.6% |
Q2 2020 | $13,381,000 | +6.2% | 202,558 | -0.2% | 5.82% | -23.4% |
Q1 2020 | $12,595,000 | -9.6% | 202,976 | +8.6% | 7.60% | +4.5% |
Q4 2019 | $13,938,000 | – | 186,983 | – | 7.27% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
O'Brien Wealth Partners LLC | 606,289 | $44,417,000 | 32.49% |
Financial Advisors, LLC | 376,528 | $27,351,000 | 17.55% |
Burt Wealth Advisors | 452,560 | $32,874,000 | 14.41% |
Legacy Financial Advisors, Inc. | 546,972 | $39,732,000 | 14.05% |
Peterson Wealth Advisors, LLC | 288,806 | $20,979,000 | 13.28% |
SimpliFi, Inc. | 274,449 | $19,936,000 | 11.92% |
Merit Financial Group, LLC | 1,030,481 | $74,134,000 | 8.70% |
NewDay Solutions, LLC | 158,748 | $11,536,000 | 8.35% |
RHS Financial, LLC | 91,480 | $6,645,000 | 8.32% |
Financial Insights, Inc. | 109,566 | $7,836,000 | 7.95% |