ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 562 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $2,246,000 | -36.0% | 29,729 | -38.2% | 0.01% | -44.4% |
| Q1 2021 | $3,508,000 | -5.9% | 48,074 | -5.4% | 0.02% | -14.3% |
| Q4 2020 | $3,729,000 | +17.8% | 50,799 | +9.4% | 0.02% | +5.0% |
| Q3 2020 | $3,165,000 | -21.4% | 46,452 | -23.8% | 0.02% | -25.9% |
| Q2 2020 | $4,026,000 | +9.6% | 60,947 | +2.9% | 0.03% | -10.0% |
| Q1 2020 | $3,675,000 | -13.2% | 59,220 | +4.2% | 0.03% | 0.0% |
| Q4 2019 | $4,235,000 | +5.2% | 56,816 | +3.4% | 0.03% | -6.2% |
| Q3 2019 | $4,026,000 | +0.3% | 54,945 | -0.6% | 0.03% | -3.0% |
| Q2 2019 | $4,015,000 | -7.1% | 55,276 | -7.9% | 0.03% | -13.2% |
| Q1 2019 | $4,323,000 | -54.2% | 60,044 | -57.6% | 0.04% | -19.1% |
| Q4 2018 | $9,434,000 | – | 141,540 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shelter Ins Retirement Plan | 816,500 | $59,613,000 | 30.48% |
| O'Brien Wealth Partners LLC | 728,769 | $54,038,000 | 17.90% |
| Financial Advisors, LLC | 484,535 | $35,366,000 | 14.11% |
| Burt Wealth Advisors | 488,964 | $35,690,000 | 13.15% |
| Peterson Wealth Advisors, LLC | 363,847 | $26,557,000 | 10.81% |
| Personal Wealth Partners | 257,321 | $18,782,000 | 8.48% |
| Verde Capital Management | 240,159 | $17,531,000 | 7.72% |
| Monterey Private Wealth, Inc. | 181,967 | $13,602,000 | 7.49% |
| JANICZEK WEALTH MANAGEMENT, LLC | 231,002 | $16,861,000 | 6.72% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 192,545 | $14,054,000 | 6.52% |