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 | $478,391 | -3.8% | 7,335 | -0.4% | 0.29% | +0.3% |
| Q2 2023 | $497,144 | -8.2% | 7,365 | -8.0% | 0.29% | -14.6% |
| Q1 2023 | $541,337 | +6.2% | 8,002 | -0.2% | 0.34% | -0.6% |
| Q4 2022 | $509,697 | +7.8% | 8,016 | -3.4% | 0.34% | +1.8% |
| Q3 2022 | $473,000 | -10.4% | 8,299 | -0.4% | 0.34% | -7.7% |
| Q2 2022 | $528,000 | -12.1% | 8,329 | 0.0% | 0.37% | +2.5% |
| Q1 2022 | $601,000 | -5.1% | 8,329 | +1.0% | 0.36% | -8.5% |
| Q4 2021 | $633,000 | +3.8% | 8,248 | +1.8% | 0.39% | -12.0% |
| Q3 2021 | $610,000 | -1.8% | 8,102 | -1.5% | 0.44% | -2.6% |
| Q2 2021 | $621,000 | +1.3% | 8,224 | -2.0% | 0.46% | -11.3% |
| Q1 2021 | $613,000 | -1.1% | 8,394 | -0.5% | 0.51% | -1.5% |
| Q4 2020 | $620,000 | – | 8,440 | – | 0.52% | – |
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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% |