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 | $417,786 | -8.7% | 6,406 | -5.5% | 0.01% | -11.1% |
| Q2 2023 | $457,602 | -27.3% | 6,779 | -27.1% | 0.01% | -30.8% |
| Q1 2023 | $629,306 | -89.0% | 9,302 | -89.7% | 0.01% | -90.0% |
| Q4 2022 | $5,732,446 | +0.6% | 90,154 | -9.8% | 0.13% | -7.8% |
| Q3 2022 | $5,698,000 | +340.7% | 99,944 | +389.3% | 0.14% | +370.0% |
| Q2 2022 | $1,293,000 | -10.6% | 20,425 | +1.9% | 0.03% | 0.0% |
| Q1 2022 | $1,446,000 | -5.7% | 20,041 | +0.3% | 0.03% | -3.2% |
| Q4 2021 | $1,534,000 | -8.1% | 19,984 | -9.8% | 0.03% | -16.2% |
| Q3 2021 | $1,669,000 | -46.2% | 22,151 | -46.0% | 0.04% | -44.8% |
| Q2 2021 | $3,101,000 | -17.5% | 41,047 | -20.3% | 0.07% | -28.0% |
| Q1 2021 | $3,761,000 | -1.9% | 51,517 | -1.4% | 0.09% | -7.9% |
| Q4 2020 | $3,834,000 | -68.3% | 52,229 | -70.6% | 0.10% | -71.9% |
| Q3 2020 | $12,107,000 | +3.9% | 177,714 | +0.8% | 0.36% | -3.2% |
| Q2 2020 | $11,647,000 | +2.9% | 176,296 | -3.3% | 0.37% | -12.5% |
| Q1 2020 | $11,315,000 | -19.5% | 182,349 | -3.3% | 0.42% | -6.6% |
| Q4 2019 | $14,061,000 | +2.7% | 188,641 | +1.0% | 0.46% | -9.9% |
| Q3 2019 | $13,691,000 | -1.7% | 186,829 | -2.5% | 0.50% | -6.5% |
| Q2 2019 | $13,922,000 | +0.6% | 191,665 | -0.3% | 0.54% | -5.9% |
| Q1 2019 | $13,834,000 | +2.7% | 192,148 | -4.9% | 0.57% | -7.3% |
| Q4 2018 | $13,470,000 | +207.3% | 202,081 | +235.7% | 0.62% | +315.4% |
| Q3 2018 | $4,383,000 | -12.6% | 60,198 | -14.6% | 0.15% | -19.0% |
| Q2 2018 | $5,015,000 | -6.2% | 70,499 | -2.8% | 0.18% | -6.6% |
| Q1 2018 | $5,346,000 | -52.1% | 72,551 | -52.6% | 0.20% | -41.9% |
| Q4 2017 | $11,159,000 | +187.5% | 152,905 | +180.0% | 0.34% | +108.0% |
| Q3 2017 | $3,882,000 | +10.0% | 54,617 | +7.1% | 0.16% | -1.2% |
| Q2 2017 | $3,530,000 | +7.9% | 50,974 | +2.9% | 0.16% | -1.8% |
| Q1 2017 | $3,271,000 | +57.6% | 49,556 | +46.1% | 0.17% | +47.4% |
| Q4 2016 | $2,076,000 | -7.4% | 33,910 | +2.4% | 0.11% | -9.5% |
| Q3 2016 | $2,241,000 | +14.5% | 33,131 | +12.4% | 0.13% | +8.6% |
| Q2 2016 | $1,957,000 | +4.9% | 29,479 | +5.0% | 0.12% | -11.5% |
| Q1 2016 | $1,866,000 | +36.7% | 28,085 | +27.6% | 0.13% | +22.4% |
| Q4 2015 | $1,365,000 | +69.8% | 22,007 | +73.3% | 0.11% | +72.6% |
| Q3 2015 | $804,000 | +23.7% | 12,702 | +32.0% | 0.06% | +29.2% |
| Q2 2015 | $650,000 | +4.7% | 9,622 | +2.1% | 0.05% | -4.0% |
| Q1 2015 | $621,000 | +9.7% | 9,426 | +2.7% | 0.05% | +2.0% |
| Q4 2014 | $566,000 | +12.1% | 9,177 | +13.7% | 0.05% | +2.1% |
| Q3 2014 | $505,000 | -4.2% | 8,068 | 0.0% | 0.05% | -11.1% |
| Q2 2014 | $527,000 | – | 8,068 | – | 0.05% | – |
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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% |