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 2022 | $302,697 | -82.4% | 4,761 | -80.1% | 0.12% | -77.1% |
| Q1 2022 | $1,723,000 | -11.1% | 23,886 | -5.5% | 0.51% | -1.0% |
| Q4 2021 | $1,939,000 | -6.9% | 25,269 | -8.6% | 0.52% | +13.4% |
| Q3 2021 | $2,082,000 | -1.1% | 27,641 | -0.8% | 0.46% | +14.0% |
| Q2 2021 | $2,105,000 | -3.0% | 27,865 | -6.3% | 0.40% | -5.4% |
| Q1 2021 | $2,171,000 | +1.8% | 29,742 | +2.4% | 0.42% | +11.3% |
| Q4 2020 | $2,132,000 | -5.8% | 29,040 | -12.6% | 0.38% | -18.3% |
| Q3 2020 | $2,264,000 | -6.3% | 33,237 | -9.1% | 0.46% | -11.6% |
| Q2 2020 | $2,415,000 | +17.3% | 36,557 | +10.2% | 0.53% | +3.1% |
| Q1 2020 | $2,059,000 | -15.7% | 33,184 | +1.3% | 0.51% | +3.9% |
| Q4 2019 | $2,442,000 | +2.0% | 32,758 | +0.2% | 0.49% | -7.7% |
| Q3 2019 | $2,395,000 | +128.1% | 32,688 | +126.1% | 0.53% | +79.7% |
| Q2 2019 | $1,050,000 | -7.6% | 14,456 | -8.4% | 0.30% | -14.5% |
| Q1 2019 | $1,136,000 | -3.6% | 15,775 | -10.7% | 0.35% | -20.1% |
| Q4 2018 | $1,178,000 | +56.4% | 17,672 | +71.0% | 0.43% | +95.0% |
| Q3 2018 | $753,000 | +6.4% | 10,337 | +5.7% | 0.22% | +7.8% |
| Q2 2018 | $708,000 | +50.6% | 9,781 | +53.2% | 0.21% | +51.5% |
| Q1 2018 | $470,000 | -8.4% | 6,383 | -6.0% | 0.14% | +5.4% |
| Q4 2017 | $513,000 | – | 6,789 | – | 0.13% | – |
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% |