ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 585 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $38,813 | -0.2% | 575 | 0.0% | 0.02% | +4.5% |
| Q1 2023 | $38,899 | +6.4% | 575 | 0.0% | 0.02% | +10.0% |
| Q4 2022 | $36,561 | +10.8% | 575 | 0.0% | 0.02% | +11.1% |
| Q3 2022 | $33,000 | -8.3% | 575 | 0.0% | 0.02% | +12.5% |
| Q2 2022 | $36,000 | -51.4% | 575 | -44.1% | 0.02% | -46.7% |
| Q1 2022 | $74,000 | -42.2% | 1,029 | -38.4% | 0.03% | -40.0% |
| Q4 2021 | $128,000 | -9.2% | 1,670 | -10.6% | 0.05% | -13.8% |
| Q3 2021 | $141,000 | -2.8% | 1,869 | -2.7% | 0.06% | -3.3% |
| Q2 2021 | $145,000 | -16.7% | 1,920 | -19.6% | 0.06% | -34.1% |
| Q1 2021 | $174,000 | -47.6% | 2,388 | -47.2% | 0.09% | -71.0% |
| Q4 2020 | $332,000 | – | 4,519 | – | 0.31% | – |
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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% |