ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 546 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $3,323,000 | -12.5% | 45,529 | -12.0% | 0.23% | -14.9% |
| Q4 2020 | $3,797,000 | +49.7% | 51,729 | +38.9% | 0.27% | +31.4% |
| Q3 2020 | $2,536,000 | +153.9% | 37,229 | +146.1% | 0.20% | +131.8% |
| Q2 2020 | $999,000 | +46.9% | 15,129 | +38.1% | 0.09% | +41.9% |
| Q1 2020 | $680,000 | +63.5% | 10,953 | +96.0% | 0.06% | +93.8% |
| Q4 2019 | $416,000 | – | 5,587 | – | 0.03% | – |
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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% |