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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $233,000 | -5.3% | 3,180 | -11.9% | 0.01% | -16.7% |
| Q3 2020 | $246,000 | -3.9% | 3,608 | -6.9% | 0.01% | -14.3% |
| Q2 2020 | $256,000 | +6.7% | 3,877 | +0.3% | 0.01% | 0.0% |
| Q1 2020 | $240,000 | -68.7% | 3,867 | -62.4% | 0.01% | -63.2% |
| Q4 2019 | $767,000 | -25.2% | 10,288 | -26.4% | 0.02% | -32.1% |
| Q3 2019 | $1,025,000 | -20.1% | 13,987 | -20.8% | 0.03% | -20.0% |
| Q2 2019 | $1,283,000 | -8.5% | 17,669 | -9.3% | 0.04% | -5.4% |
| Q1 2019 | $1,402,000 | +6.5% | 19,474 | -1.4% | 0.04% | -9.8% |
| Q4 2018 | $1,316,000 | -3.5% | 19,741 | +5.4% | 0.04% | +17.1% |
| Q3 2018 | $1,364,000 | +40.0% | 18,732 | +36.8% | 0.04% | +34.6% |
| Q2 2018 | $974,000 | +0.5% | 13,693 | +4.1% | 0.03% | +4.0% |
| Q1 2018 | $969,000 | -3.2% | 13,154 | -4.1% | 0.02% | -3.8% |
| Q4 2017 | $1,001,000 | +31.4% | 13,714 | +27.9% | 0.03% | +30.0% |
| Q3 2017 | $762,000 | +31.2% | 10,726 | +27.8% | 0.02% | +25.0% |
| Q2 2017 | $581,000 | +3.4% | 8,391 | -1.4% | 0.02% | 0.0% |
| Q1 2017 | $562,000 | -37.0% | 8,510 | -41.6% | 0.02% | -38.5% |
| Q4 2016 | $892,000 | -0.8% | 14,568 | +9.7% | 0.03% | 0.0% |
| Q3 2016 | $899,000 | +22.0% | 13,285 | +19.7% | 0.03% | +18.2% |
| Q2 2016 | $737,000 | -19.4% | 11,098 | -19.3% | 0.02% | -21.4% |
| Q1 2016 | $914,000 | -69.1% | 13,756 | -69.8% | 0.03% | -68.2% |
| Q4 2015 | $2,959,000 | +87.8% | 45,613 | +80.6% | 0.09% | +83.3% |
| Q3 2015 | $1,576,000 | +8.9% | 25,255 | +14.0% | 0.05% | +20.0% |
| Q2 2015 | $1,447,000 | – | 22,158 | – | 0.04% | – |
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% |