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 | 832,000 | $61,115,000 | 30.70% |
| O'Brien Wealth Partners LLC | 724,159 | $54,080,000 | 19.54% |
| Financial Advisors, LLC | 467,031 | $34,285,000 | 15.24% |
| Monterey Private Wealth, Inc. | 305,088 | $22,396,000 | 12.91% |
| Burt Wealth Advisors | 477,880 | $35,081,000 | 12.09% |
| Verde Capital Management | 330,515 | $24,263,000 | 12.07% |
| Peterson Wealth Advisors, LLC | 340,953 | $25,029,000 | 11.01% |
| Personal Wealth Partners | 289,880 | $21,280,000 | 9.95% |
| Merit Financial Group, LLC | 1,255,179 | $92,143,000 | 8.90% |
| JANICZEK WEALTH MANAGEMENT, LLC | 233,982 | $17,177,000 | 8.32% |