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 2023 | $21,876,030 | -9.0% | 335,419 | -5.8% | 0.01% | -14.3% |
| Q2 2023 | $24,038,380 | -3.6% | 356,226 | -3.3% | 0.01% | -12.5% |
| Q1 2023 | $24,928,893 | +4.0% | 368,498 | -2.2% | 0.01% | 0.0% |
| Q4 2022 | $23,964,391 | -75.4% | 376,887 | -77.9% | 0.01% | -77.1% |
| Q3 2022 | $97,313,000 | -6.2% | 1,706,951 | +4.2% | 0.04% | -2.8% |
| Q2 2022 | $103,744,000 | -12.5% | 1,638,661 | -0.3% | 0.04% | 0.0% |
| Q1 2022 | $118,540,000 | -5.7% | 1,643,176 | +0.3% | 0.04% | -2.7% |
| Q4 2021 | $125,728,000 | +4.5% | 1,637,731 | +2.5% | 0.04% | -5.1% |
| Q3 2021 | $120,348,000 | -0.7% | 1,597,394 | -0.4% | 0.04% | -2.5% |
| Q2 2021 | $121,172,000 | +3.2% | 1,604,077 | -0.3% | 0.04% | -7.0% |
| Q1 2021 | $117,409,000 | +11.0% | 1,608,563 | +11.7% | 0.04% | +2.4% |
| Q4 2020 | $105,759,000 | +6.1% | 1,440,659 | -1.6% | 0.04% | -8.7% |
| Q3 2020 | $99,712,000 | +0.8% | 1,463,557 | -2.3% | 0.05% | -4.2% |
| Q2 2020 | $98,936,000 | +0.1% | 1,497,675 | -6.0% | 0.05% | -17.2% |
| Q1 2020 | $98,885,000 | +47902.4% | 1,593,633 | +53557.7% | 0.06% | – |
| Q2 2017 | $206,000 | -13.8% | 2,970 | -23.8% | 0.00% | – |
| Q4 2016 | $239,000 | – | 3,900 | – | 0.00% | – |
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% |