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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $173,000 | -10.4% | 2,301 | -9.7% | 0.06% | -17.3% |
| Q2 2021 | $193,000 | +5.5% | 2,549 | +1.7% | 0.08% | -15.7% |
| Q1 2021 | $183,000 | 0.0% | 2,507 | 0.0% | 0.09% | -1.1% |
| Q4 2020 | $183,000 | -11.6% | 2,507 | -17.6% | 0.09% | -26.2% |
| Q3 2020 | $207,000 | -54.8% | 3,041 | -56.2% | 0.12% | -62.1% |
| Q2 2020 | $458,000 | +6.8% | 6,939 | +0.4% | 0.32% | -14.1% |
| Q1 2020 | $429,000 | -16.7% | 6,911 | 0.0% | 0.38% | -7.6% |
| Q4 2019 | $515,000 | +2.4% | 6,911 | +0.7% | 0.41% | -14.7% |
| Q3 2019 | $503,000 | +0.8% | 6,866 | 0.0% | 0.48% | +8.7% |
| Q2 2019 | $499,000 | +1.6% | 6,866 | +0.5% | 0.44% | +18.4% |
| Q1 2019 | $491,000 | +7.9% | 6,831 | 0.0% | 0.37% | +9.1% |
| Q4 2018 | $455,000 | – | 6,831 | – | 0.34% | – |
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% |