Eagle Ridge Investment Management - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 529 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.

Quarter-by-quarter ownership
Eagle Ridge Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$265,000
+3.5%
3,5140.0%0.03%0.0%
Q1 2021$256,000
-0.8%
3,5140.0%0.03%
-6.1%
Q4 2020$258,000
-46.8%
3,514
-50.6%
0.03%
-51.5%
Q3 2020$485,0007,1180.07%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
O'Brien Wealth Partners LLC 794,211$52,084,00020.67%
Burt Wealth Advisors 543,101$39,179,00011.75%
Prism Advisors, Inc. 286,940$20,700,0006.93%
Ballew Advisors, Inc 120,480$8,595,0006.56%
Personal Wealth Partners 208,244$15,023,0006.56%
AGILIS PARTNERS LLC 177,902$12,834,0006.42%
VAUGHAN & Co SECURITIES, INC. 119,500$8,621,0005.96%
Wharton Business Group, LLC 1,313,872$94,783,0005.75%
Forum Private Client Group LLC 100,720$7,266,0005.64%
JANICZEK WEALTH MANAGEMENT, LLC 226,576$16,345,0004.51%
View complete list of ISHARES TR shareholders