ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 585 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 2020 | $367,000 | -36.5% | 5,392 | -38.4% | 0.03% | -40.8% |
| Q2 2020 | $578,000 | +63.7% | 8,755 | +53.7% | 0.05% | +40.0% |
| Q1 2020 | $353,000 | -23.4% | 5,696 | -7.9% | 0.04% | -5.4% |
| Q4 2019 | $461,000 | +3.1% | 6,183 | +1.3% | 0.04% | -7.5% |
| Q3 2019 | $447,000 | -3.0% | 6,101 | -3.8% | 0.04% | -7.0% |
| Q2 2019 | $461,000 | -4.9% | 6,341 | -5.9% | 0.04% | -12.2% |
| Q1 2019 | $485,000 | +11.0% | 6,742 | +2.9% | 0.05% | 0.0% |
| Q4 2018 | $437,000 | -4.2% | 6,551 | +4.5% | 0.05% | +6.5% |
| Q3 2018 | $456,000 | -1.5% | 6,266 | -3.6% | 0.05% | -9.8% |
| Q2 2018 | $463,000 | -4.9% | 6,503 | -1.5% | 0.05% | -7.3% |
| Q1 2018 | $487,000 | -60.9% | 6,603 | -61.3% | 0.06% | -59.9% |
| Q4 2017 | $1,245,000 | +6.0% | 17,054 | +3.3% | 0.14% | +0.7% |
| Q3 2017 | $1,174,000 | +2.5% | 16,517 | -0.1% | 0.14% | -2.9% |
| Q2 2017 | $1,145,000 | – | 16,541 | – | 0.14% | – |
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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% |