Winslow, Evans & Crocker, Inc. - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 318 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
Winslow, Evans & Crocker, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$175,000
+548.1%
2,386
+504.1%
0.03%
+371.4%
Q3 2020$27,000
+3.8%
3950.0%0.01%0.0%
Q2 2020$26,000
-27.8%
395
-25.5%
0.01%
-41.7%
Q1 2020$36,000
-14.3%
5300.0%0.01%
+9.1%
Q4 2019$42,000
+250.0%
530
+253.3%
0.01%
+266.7%
Q3 2019$12,0000.0%1500.0%0.00%0.0%
Q2 2019$12,0000.0%1500.0%0.00%0.0%
Q1 2019$12,0000.0%1500.0%0.00%
-25.0%
Q4 2018$12,0000.0%1500.0%0.00%0.0%
Q3 2018$12,000
+100.0%
150
+87.5%
0.00%
+100.0%
Q2 2018$6,000
-99.9%
800.0%0.00%0.0%
Q1 2018$5,896,000
+1.0%
800.0%0.00%0.0%
Q4 2017$5,840,000
+2.7%
800.0%0.00%0.0%
Q3 2017$5,686,000
-95.3%
80
-95.4%
0.00%
-93.9%
Q2 2017$120,131,000
+19.4%
1,735
+13.7%
0.03%
+3.1%
Q1 2017$100,650,000
+7.8%
1,5260.0%0.03%
+10.3%
Q4 2016$93,362,000
-54.7%
1,526
-65.6%
0.03%
-3.3%
Q3 2016$206,304,000
+93.0%
4,438
+175.3%
0.03%
-6.2%
Q2 2016$106,890,000
+340.8%
1,612
+341.6%
0.03%
+357.1%
Q1 2016$24,251,000
+398.4%
365
+380.3%
0.01%
+600.0%
Q4 2015$4,866,000760.00%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Shelter Ins Retirement Plan 816,500$59,613,00030.48%
O'Brien Wealth Partners LLC 728,769$54,038,00017.90%
Financial Advisors, LLC 484,535$35,366,00014.11%
Burt Wealth Advisors 488,964$35,690,00013.15%
Peterson Wealth Advisors, LLC 363,847$26,557,00010.81%
Personal Wealth Partners 257,321$18,782,0008.48%
Verde Capital Management 240,159$17,531,0007.72%
Monterey Private Wealth, Inc. 181,967$13,602,0007.49%
JANICZEK WEALTH MANAGEMENT, LLC 231,002$16,861,0006.72%
MIRSKY FINANCIAL MANAGEMENT CORP. 192,545$14,054,0006.52%
View complete list of ISHARES TR shareholders