ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 518 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $86,000 | -96.0% | 1,298 | -96.3% | 0.02% | -96.8% |
| Q1 2020 | $2,154,000 | +977.0% | 34,713 | +1194.3% | 0.78% | +1159.7% |
| Q4 2019 | $200,000 | -25.7% | 2,682 | -27.0% | 0.06% | -29.5% |
| Q3 2019 | $269,000 | +41.6% | 3,676 | +40.3% | 0.09% | +44.3% |
| Q2 2019 | $190,000 | +2.7% | 2,621 | +1.9% | 0.06% | -14.1% |
| Q1 2019 | $185,000 | +8.2% | 2,572 | 0.0% | 0.07% | -1.4% |
| Q4 2018 | $171,000 | -99.4% | 2,572 | -99.3% | 0.07% | -99.3% |
| Q3 2018 | $26,334,000 | +1.6% | 361,686 | -0.8% | 9.81% | -0.5% |
| Q2 2018 | $25,927,000 | +7.8% | 364,457 | +11.7% | 9.86% | -31.5% |
| Q1 2018 | $24,040,000 | -8.1% | 326,234 | -9.0% | 14.39% | -16.0% |
| Q4 2017 | $26,167,000 | – | 358,559 | – | 17.13% | – |
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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% |