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 2021 | $4,428,000 | -2.6% | 58,770 | -2.4% | 0.30% | -3.3% |
| Q2 2021 | $4,547,000 | -18.4% | 60,187 | -21.2% | 0.31% | -25.0% |
| Q1 2021 | $5,575,000 | -17.6% | 76,381 | -17.1% | 0.41% | -21.4% |
| Q4 2020 | $6,765,000 | +9.3% | 92,148 | +4.6% | 0.52% | -4.1% |
| Q3 2020 | $6,191,000 | -33.9% | 88,068 | -37.9% | 0.54% | -40.0% |
| Q2 2020 | $9,368,000 | -6.2% | 141,810 | -11.9% | 0.90% | -21.4% |
| Q1 2020 | $9,987,000 | +74.7% | 160,951 | +109.8% | 1.15% | +114.4% |
| Q4 2019 | $5,718,000 | +447.2% | 76,704 | +437.7% | 0.54% | +377.7% |
| Q3 2019 | $1,045,000 | -13.5% | 14,266 | -14.2% | 0.11% | -11.1% |
| Q2 2019 | $1,208,000 | -3.3% | 16,631 | -4.1% | 0.13% | -7.4% |
| Q1 2019 | $1,249,000 | -58.3% | 17,347 | -61.4% | 0.14% | -63.4% |
| Q4 2018 | $2,997,000 | – | 44,965 | – | 0.37% | – |
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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% |