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 2023 | $3,021,577 | +5.4% | 46,329 | +9.1% | 0.03% | +3.4% |
| Q2 2023 | $2,866,118 | -29.2% | 42,461 | -29.0% | 0.03% | -34.1% |
| Q1 2023 | $4,045,373 | -19.0% | 59,798 | -23.9% | 0.04% | 0.0% |
| Q4 2022 | $4,997,018 | -99.9% | 78,588 | -66.8% | 0.04% | -38.9% |
| Q3 2022 | $6,750,744,000 | +92249.4% | 236,594 | +104.9% | 0.07% | -4.0% |
| Q2 2022 | $7,310,000 | -12.0% | 115,464 | +0.2% | 0.08% | -13.8% |
| Q1 2022 | $8,310,000 | -26.3% | 115,193 | -21.5% | 0.09% | -23.7% |
| Q4 2021 | $11,271,000 | -52.5% | 146,821 | -53.4% | 0.11% | -51.9% |
| Q3 2021 | $23,736,000 | +131.4% | 315,057 | +132.0% | 0.24% | +104.3% |
| Q2 2021 | $10,256,000 | -9.5% | 135,772 | -12.5% | 0.12% | -19.4% |
| Q1 2021 | $11,328,000 | -56.8% | 155,193 | -56.3% | 0.14% | -52.6% |
| Q4 2020 | $26,209,000 | -99.9% | 355,085 | -24.0% | 0.30% | -48.7% |
| Q3 2020 | $31,776,000,000 | – | 466,912 | – | 0.59% | – |
Download | ||||||
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% |