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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $383,000 | -90.1% | 5,065 | -90.5% | 0.04% | -90.3% |
| Q1 2021 | $3,881,000 | -25.6% | 53,167 | -30.5% | 0.40% | -44.0% |
| Q3 2020 | $5,214,000 | -6.6% | 76,537 | -9.4% | 0.72% | -8.2% |
| Q2 2020 | $5,580,000 | +3.7% | 84,469 | -2.6% | 0.78% | -11.7% |
| Q1 2020 | $5,379,000 | -9.5% | 86,682 | +8.7% | 0.88% | +6.1% |
| Q4 2019 | $5,942,000 | +21.6% | 79,720 | +19.5% | 0.83% | +14.1% |
| Q3 2019 | $4,888,000 | +91.4% | 66,701 | +89.7% | 0.73% | +88.4% |
| Q2 2019 | $2,554,000 | +38.1% | 35,154 | +36.9% | 0.39% | +29.0% |
| Q1 2019 | $1,849,000 | +12.7% | 25,676 | +4.3% | 0.30% | -2.3% |
| Q4 2018 | $1,641,000 | -3.5% | 24,624 | +5.4% | 0.31% | +10.8% |
| Q3 2018 | $1,701,000 | +2.5% | 23,367 | +0.2% | 0.28% | -3.8% |
| Q2 2018 | $1,660,000 | -8.4% | 23,328 | -5.1% | 0.29% | -37.4% |
| Q1 2018 | $1,812,000 | +2.5% | 24,592 | +1.5% | 0.46% | +11.4% |
| Q4 2017 | $1,768,000 | +7.4% | 24,228 | +4.6% | 0.41% | -0.7% |
| Q3 2017 | $1,646,000 | +5.0% | 23,159 | +2.2% | 0.42% | -0.2% |
| Q2 2017 | $1,568,000 | -20.4% | 22,652 | -24.1% | 0.42% | -25.7% |
| Q1 2017 | $1,969,000 | +18.5% | 29,833 | +9.9% | 0.56% | -18.9% |
| Q4 2016 | $1,662,000 | -33.2% | 27,150 | -26.2% | 0.69% | -39.9% |
| Q3 2016 | $2,487,000 | – | 36,773 | – | 1.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 794,211 | $52,084,000 | 20.67% |
| Burt Wealth Advisors | 543,101 | $39,179,000 | 11.75% |
| Prism Advisors, Inc. | 286,940 | $20,700,000 | 6.93% |
| Ballew Advisors, Inc | 120,480 | $8,595,000 | 6.56% |
| Personal Wealth Partners | 208,244 | $15,023,000 | 6.56% |
| AGILIS PARTNERS LLC | 177,902 | $12,834,000 | 6.42% |
| VAUGHAN & Co SECURITIES, INC. | 119,500 | $8,621,000 | 5.96% |
| Wharton Business Group, LLC | 1,313,872 | $94,783,000 | 5.75% |
| Forum Private Client Group LLC | 100,720 | $7,266,000 | 5.64% |
| JANICZEK WEALTH MANAGEMENT, LLC | 226,576 | $16,345,000 | 4.51% |