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 2021 | $1,139,000 | -9.8% | 15,117 | -9.6% | 0.57% | +16.6% |
| Q2 2021 | $1,263,000 | -15.5% | 16,715 | -18.4% | 0.49% | -13.3% |
| Q1 2021 | $1,495,000 | +7.4% | 20,483 | +8.0% | 0.56% | +8.5% |
| Q4 2020 | $1,392,000 | +6.6% | 18,964 | -1.1% | 0.52% | +1.0% |
| Q3 2020 | $1,306,000 | +7.9% | 19,172 | +4.7% | 0.51% | +1.2% |
| Q2 2020 | $1,210,000 | +9.5% | 18,315 | +2.9% | 0.51% | -13.8% |
| Q1 2020 | $1,105,000 | -2.4% | 17,805 | +0.0% | 0.59% | +8.9% |
| Q4 2019 | $1,132,000 | – | 17,798 | – | 0.54% | – |
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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% |