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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $59,613,000 | -2.5% | 816,500 | -1.9% | 30.48% | -0.7% |
| Q4 2020 | $61,115,000 | +6.9% | 832,000 | -0.8% | 30.70% | +1.7% |
| Q3 2020 | $57,152,000 | +3.2% | 838,500 | 0.0% | 30.20% | -1.5% |
| Q2 2020 | $55,391,000 | +6.5% | 838,500 | 0.0% | 30.66% | -3.3% |
| Q1 2020 | $51,987,000 | -13.9% | 838,500 | +3.5% | 31.70% | +0.6% |
| Q4 2019 | $60,384,000 | +0.0% | 810,200 | -1.6% | 31.52% | +2.3% |
| Q3 2019 | $60,361,000 | – | 823,700 | – | 30.81% | – |
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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% |