ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 563 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $15,000 | +7.1% | 200 | 0.0% | 0.00% | -50.0% |
Q3 2020 | $14,000 | -70.8% | 200 | -72.7% | 0.01% | -72.4% |
Q2 2020 | $48,000 | -93.4% | 732 | -93.7% | 0.03% | -93.9% |
Q1 2020 | $726,000 | -47.9% | 11,707 | -37.4% | 0.48% | -14.8% |
Q4 2019 | $1,394,000 | +1.8% | 18,707 | +0.1% | 0.56% | -5.2% |
Q3 2019 | $1,369,000 | +49.1% | 18,681 | +47.9% | 0.59% | +18.9% |
Q2 2019 | $918,000 | -7.6% | 12,635 | -8.5% | 0.50% | -1.6% |
Q1 2019 | $994,000 | +8.0% | 13,805 | 0.0% | 0.50% | -2.7% |
Q4 2018 | $920,000 | -10.2% | 13,805 | -1.9% | 0.52% | +6.4% |
Q3 2018 | $1,025,000 | -4.8% | 14,075 | -7.0% | 0.49% | -9.0% |
Q2 2018 | $1,077,000 | -20.8% | 15,140 | -18.0% | 0.54% | -11.3% |
Q1 2018 | $1,360,000 | -31.3% | 18,460 | -31.9% | 0.60% | -32.5% |
Q4 2017 | $1,979,000 | – | 27,115 | – | 0.90% | – |
Download |
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% |