ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 518 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277,120 | -63.1% | 4,249 | -58.5% | 0.00% | -66.7% |
| Q4 2020 | $751,000 | -9.2% | 10,230 | -15.7% | 0.00% | -25.0% |
| Q3 2020 | $827,000 | -7.1% | 12,133 | -9.9% | 0.00% | -20.0% |
| Q2 2020 | $890,000 | +54.5% | 13,466 | +45.1% | 0.01% | +66.7% |
| Q1 2020 | $576,000 | -51.6% | 9,283 | -42.8% | 0.00% | -50.0% |
| Q3 2019 | $1,190,000 | +417.4% | 16,236 | +409.3% | 0.01% | +500.0% |
| Q1 2019 | $230,000 | -13.2% | 3,188 | -19.8% | 0.00% | -50.0% |
| Q4 2018 | $265,000 | -28.8% | 3,977 | -22.3% | 0.00% | 0.0% |
| Q3 2018 | $372,000 | +11.0% | 5,121 | +12.7% | 0.00% | 0.0% |
| Q1 2018 | $335,000 | +0.6% | 4,543 | -0.3% | 0.00% | 0.0% |
| Q4 2017 | $333,000 | -1.8% | 4,558 | -4.6% | 0.00% | 0.0% |
| Q3 2017 | $339,000 | +0.6% | 4,776 | -2.0% | 0.00% | 0.0% |
| Q2 2017 | $337,000 | +7.0% | 4,875 | +2.1% | 0.00% | 0.0% |
| Q1 2017 | $315,000 | -48.9% | 4,775 | -52.7% | 0.00% | -50.0% |
| Q4 2016 | $617,000 | -17.1% | 10,092 | -8.3% | 0.00% | -20.0% |
| Q3 2016 | $744,000 | -40.8% | 11,010 | -41.9% | 0.01% | -37.5% |
| Q2 2016 | $1,257,000 | +76.5% | 18,942 | +76.8% | 0.01% | +60.0% |
| Q1 2016 | $712,000 | +5.2% | 10,711 | +2.7% | 0.01% | +25.0% |
| Q4 2015 | $677,000 | +19.8% | 10,428 | +15.0% | 0.00% | 0.0% |
| Q3 2015 | $565,000 | +40.9% | 9,068 | +47.5% | 0.00% | +100.0% |
| Q2 2015 | $401,000 | -0.2% | 6,149 | +0.9% | 0.00% | -33.3% |
| Q1 2015 | $402,000 | +12.9% | 6,094 | +5.7% | 0.00% | +50.0% |
| Q4 2014 | $356,000 | -12.1% | 5,765 | -10.8% | 0.00% | -33.3% |
| Q3 2014 | $405,000 | – | 6,460 | – | 0.00% | – |
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% |