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 | $6,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 86 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $6,000 | +20.0% | 86 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -16.7% | 86 | 0.0% | 0.00% | +50.0% |
| Q4 2019 | $6,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | -25.0% | 86 | -24.6% | 0.00% | -33.3% |
| Q2 2019 | $8,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | -55.6% | 114 | -57.1% | 0.00% | -62.5% |
| Q4 2018 | $18,000 | -5.3% | 266 | 0.0% | 0.01% | +14.3% |
| Q3 2018 | $19,000 | 0.0% | 266 | 0.0% | 0.01% | -12.5% |
| Q2 2018 | $19,000 | -5.0% | 266 | 0.0% | 0.01% | -27.3% |
| Q1 2018 | $20,000 | +5.3% | 266 | 0.0% | 0.01% | +10.0% |
| Q4 2017 | $19,000 | 0.0% | 266 | 0.0% | 0.01% | -9.1% |
| Q3 2017 | $19,000 | +5.6% | 266 | 0.0% | 0.01% | +10.0% |
| Q2 2017 | $18,000 | 0.0% | 266 | -2.2% | 0.01% | -9.1% |
| Q1 2017 | $18,000 | -59.1% | 272 | -62.4% | 0.01% | -57.7% |
| Q4 2016 | $44,000 | -10.2% | 724 | -0.1% | 0.03% | -16.1% |
| Q3 2016 | $49,000 | 0.0% | 725 | -1.8% | 0.03% | 0.0% |
| Q2 2016 | $49,000 | 0.0% | 738 | 0.0% | 0.03% | -31.1% |
| Q1 2016 | $49,000 | – | 738 | – | 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% |