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 2022 | $683,000 | -17.4% | 9,461 | -12.1% | 0.10% | -18.8% |
| Q4 2021 | $827,000 | +10.6% | 10,769 | +8.4% | 0.12% | +0.9% |
| Q3 2021 | $748,000 | -0.9% | 9,931 | -0.7% | 0.12% | -3.3% |
| Q2 2021 | $755,000 | -80.8% | 9,996 | -81.5% | 0.12% | -83.3% |
| Q1 2021 | $3,938,000 | -29.1% | 53,946 | -28.7% | 0.72% | -30.2% |
| Q4 2020 | $5,555,000 | -9.0% | 75,672 | -15.5% | 1.03% | -28.2% |
| Q3 2020 | $6,103,000 | -6.0% | 89,572 | -8.9% | 1.43% | -14.8% |
| Q2 2020 | $6,495,000 | +4.6% | 98,325 | -1.7% | 1.68% | -12.7% |
| Q1 2020 | $6,210,000 | +33.7% | 100,074 | +60.7% | 1.93% | +115.7% |
| Q4 2019 | $4,643,000 | – | 62,291 | – | 0.89% | – |
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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% |