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 2021 | $235,000 | +2.6% | 3,063 | +0.7% | 0.00% | 0.0% |
| Q3 2021 | $229,000 | -15.5% | 3,043 | -17.8% | 0.00% | -20.0% |
| Q4 2020 | $271,000 | -32.1% | 3,700 | -36.7% | 0.01% | -44.4% |
| Q3 2020 | $399,000 | -4.8% | 5,849 | -7.9% | 0.01% | -10.0% |
| Q2 2020 | $419,000 | -45.5% | 6,349 | -48.8% | 0.01% | -54.5% |
| Q1 2020 | $769,000 | -18.3% | 12,393 | -1.8% | 0.02% | +4.8% |
| Q4 2019 | $941,000 | +3.4% | 12,614 | +1.6% | 0.02% | -4.5% |
| Q3 2019 | $910,000 | +6.1% | 12,412 | +5.1% | 0.02% | +4.8% |
| Q2 2019 | $858,000 | -12.7% | 11,806 | -13.5% | 0.02% | -12.5% |
| Q1 2019 | $983,000 | +68.9% | 13,651 | +56.4% | 0.02% | +41.2% |
| Q4 2018 | $582,000 | +114.0% | 8,730 | +134.0% | 0.02% | +142.9% |
| Q3 2018 | $272,000 | +3300.0% | 3,730 | +3143.5% | 0.01% | – |
| Q3 2017 | $8,000 | – | 115 | – | 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% |