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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $149,000 | +18.3% | 2,040 | +10.2% | 0.02% | +13.6% |
| Q3 2020 | $126,000 | +12.5% | 1,851 | +8.3% | 0.02% | +10.0% |
| Q2 2020 | $112,000 | +646.7% | 1,709 | +578.2% | 0.02% | +566.7% |
| Q1 2020 | $15,000 | -99.6% | 252 | -99.5% | 0.00% | -99.4% |
| Q4 2019 | $3,438,000 | +2.8% | 46,127 | +1.0% | 0.53% | -8.8% |
| Q3 2019 | $3,345,000 | +0.6% | 45,649 | -0.3% | 0.58% | +1.9% |
| Q2 2019 | $3,326,000 | -14.0% | 45,793 | -14.8% | 0.57% | -23.1% |
| Q1 2019 | $3,869,000 | – | 53,741 | – | 0.74% | – |
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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% |