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 2020 | $201,000 | -3.8% | 2,950 | +5.0% | 0.00% | 0.0% |
| Q4 2019 | $209,000 | +1.5% | 2,810 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $206,000 | +1.0% | 2,810 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $204,000 | +1.0% | 2,810 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $202,000 | -25.5% | 2,810 | -36.6% | 0.00% | -42.9% |
| Q4 2016 | $271,000 | -2.5% | 4,430 | +4.9% | 0.01% | +16.7% |
| Q1 2015 | $278,000 | +1.5% | 4,222 | -5.0% | 0.01% | 0.0% |
| Q4 2014 | $274,000 | +29.9% | 4,443 | +31.8% | 0.01% | +50.0% |
| Q3 2014 | $211,000 | -12.8% | 3,371 | -8.8% | 0.00% | -20.0% |
| Q2 2014 | $242,000 | – | 3,697 | – | 0.01% | – |
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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% |