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 | $311,477 | -11.2% | 4,776 | -8.1% | 0.21% | -9.1% |
| Q2 2023 | $350,726 | +0.2% | 5,196 | +0.5% | 0.23% | -18.9% |
| Q1 2023 | $349,914 | -2.1% | 5,172 | -8.0% | 0.28% | +28.4% |
| Q4 2022 | $357,275 | +27.1% | 5,619 | +14.0% | 0.22% | +20.0% |
| Q3 2022 | $281,000 | -15.6% | 4,931 | -6.4% | 0.18% | -3.6% |
| Q2 2022 | $333,000 | -39.2% | 5,268 | -30.7% | 0.19% | -29.4% |
| Q1 2022 | $548,000 | -17.7% | 7,602 | -12.3% | 0.27% | -18.8% |
| Q4 2021 | $666,000 | +5.0% | 8,672 | +3.1% | 0.34% | -7.7% |
| Q3 2021 | $634,000 | -3.4% | 8,410 | -3.2% | 0.36% | -11.2% |
| Q2 2021 | $656,000 | -3.0% | 8,684 | -5.0% | 0.41% | +0.7% |
| Q1 2021 | $676,000 | -0.9% | 9,144 | -1.0% | 0.41% | -21.8% |
| Q4 2020 | $682,000 | – | 9,234 | – | 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% |