Bridgeworth, LLC - 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
Bridgeworth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$237,000
-48.8%
3,248
-48.5%
0.08%
-51.0%
Q4 2020$463,000
-11.3%
6,308
-17.6%
0.15%
-21.9%
Q3 2020$522,000
-29.4%
7,659
-31.5%
0.20%
-32.2%
Q2 2020$739,000
-4.5%
11,179
-10.3%
0.29%
-18.1%
Q1 2020$774,000
-38.5%
12,466
-26.1%
0.35%
-24.9%
Q4 2019$1,258,000
-8.8%
16,879
-10.4%
0.47%
-10.8%
Q3 2019$1,380,000
-24.7%
18,838
-25.3%
0.53%
-24.2%
Q2 2019$1,832,000
-7.4%
25,213
-8.2%
0.70%
-11.4%
Q1 2019$1,978,000
+21.5%
27,465
+0.4%
0.78%
-15.8%
Q4 2018$1,628,000
-17.7%
27,349
-9.3%
0.93%
-14.7%
Q3 2018$1,977,000
-10.2%
30,149
-2.6%
1.09%
+15.2%
Q2 2018$2,202,000
+0.6%
30,964
+3.3%
0.95%
-5.4%
Q1 2018$2,188,000
+408.8%
29,966
+409.3%
1.00%
+167.2%
Q4 2017$430,000
-19.8%
5,884
-21.9%
0.38%
-50.3%
Q3 2017$536,000
-71.8%
7,538
-72.7%
0.75%
-22.4%
Q2 2017$1,898,000
+5.0%
27,596
+0.5%
0.97%
+2.2%
Q1 2017$1,808,000
+10.6%
27,449
+5.4%
0.95%
+5.4%
Q4 2016$1,634,00026,0400.90%
Other shareholders
ISHARES TR shareholders Q4 2020
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