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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $755,000 | -31.6% | 11,925 | -22.1% | 0.02% | -17.4% |
| Q1 2022 | $1,104,000 | -7.1% | 15,302 | -1.1% | 0.02% | -4.2% |
| Q4 2021 | $1,188,000 | -1.5% | 15,478 | -3.3% | 0.02% | -4.0% |
| Q3 2021 | $1,206,000 | -62.0% | 16,003 | -61.9% | 0.02% | -60.9% |
| Q2 2021 | $3,173,000 | -1.2% | 42,003 | -4.5% | 0.06% | -5.9% |
| Q1 2021 | $3,211,000 | -0.4% | 43,993 | +0.1% | 0.07% | -8.1% |
| Q4 2020 | $3,225,000 | +6.2% | 43,935 | -1.5% | 0.07% | -3.9% |
| Q3 2020 | $3,038,000 | -7.4% | 44,595 | -10.2% | 0.08% | -8.3% |
| Q2 2020 | $3,280,000 | +20.2% | 49,645 | +12.9% | 0.08% | +3.7% |
| Q1 2020 | $2,728,000 | +16.4% | 43,957 | +39.8% | 0.08% | +58.8% |
| Q4 2019 | $2,344,000 | +21.1% | 31,442 | +19.1% | 0.05% | -27.1% |
| Q3 2019 | $1,935,000 | +3.7% | 26,405 | +2.8% | 0.07% | +2.9% |
| Q2 2019 | $1,866,000 | -1.6% | 25,695 | -2.4% | 0.07% | +70.0% |
| Q1 2019 | $1,896,000 | -34.5% | 26,335 | -39.3% | 0.04% | -66.1% |
| Q4 2018 | $2,893,000 | +125.5% | 43,398 | +146.3% | 0.12% | +151.1% |
| Q3 2018 | $1,283,000 | +1.9% | 17,621 | -0.4% | 0.05% | +2.2% |
| Q2 2018 | $1,259,000 | -6.4% | 17,698 | -3.1% | 0.05% | -2.1% |
| Q1 2018 | $1,345,000 | +64.4% | 18,255 | +62.9% | 0.05% | +62.1% |
| Q4 2017 | $818,000 | +21.2% | 11,205 | +17.9% | 0.03% | +20.8% |
| Q3 2017 | $675,000 | +2.6% | 9,505 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $658,000 | +4.9% | 9,505 | 0.0% | 0.02% | +9.1% |
| Q1 2017 | $627,000 | – | 9,505 | – | 0.02% | – |
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% |