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

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
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 2020
NameSharesValueWeighting ↓
O'Brien Wealth Partners LLC 680,595$49,554,00032.19%
Burt Wealth Advisors 438,801$31,949,00014.50%
SimpliFi, Inc. 246,991$17,983,00012.51%
Peterson Wealth Advisors, LLC 228,488$16,636,00012.14%
Legacy Financial Advisors, Inc. 438,442$31,923,00011.56%
Smart Money Group LLC 153,276$11,160,00010.13%
Merit Financial Group, LLC 852,083$61,403,0009.83%
Price Wealth, LLC 361,686$26,334,0009.81%
Arcus Capital Partners, LLC 237,268$17,275,0008.15%
Mascoma Wealth Management LLC 168,011$12,233,0008.07%
View complete list of ISHARES TR shareholders