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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $213,000 | -95.6% | 2,920 | -95.5% | 0.23% | -95.6% |
| Q4 2020 | $4,812,000 | -17.1% | 65,549 | -23.1% | 5.31% | -28.5% |
| Q3 2020 | $5,804,000 | -5.1% | 85,190 | -8.0% | 7.43% | -12.2% |
| Q2 2020 | $6,119,000 | +891.7% | 92,635 | +850.7% | 8.46% | +846.2% |
| Q1 2020 | $617,000 | +2.2% | 9,744 | +21.1% | 0.89% | +21.5% |
| Q4 2019 | $604,000 | – | 8,044 | – | 0.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 794,211 | $52,084,000 | 20.67% |
| Burt Wealth Advisors | 543,101 | $39,179,000 | 11.75% |
| Prism Advisors, Inc. | 286,940 | $20,700,000 | 6.93% |
| Ballew Advisors, Inc | 120,480 | $8,595,000 | 6.56% |
| Personal Wealth Partners | 208,244 | $15,023,000 | 6.56% |
| AGILIS PARTNERS LLC | 177,902 | $12,834,000 | 6.42% |
| VAUGHAN & Co SECURITIES, INC. | 119,500 | $8,621,000 | 5.96% |
| Wharton Business Group, LLC | 1,313,872 | $94,783,000 | 5.75% |
| Forum Private Client Group LLC | 100,720 | $7,266,000 | 5.64% |
| JANICZEK WEALTH MANAGEMENT, LLC | 226,576 | $16,345,000 | 4.51% |