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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $221,000 | -35.8% | 2,922 | -37.9% | 0.17% | -44.7% |
| Q1 2021 | $344,000 | -44.2% | 4,707 | -44.0% | 0.31% | -44.4% |
| Q4 2020 | $617,000 | -45.5% | 8,407 | -49.4% | 0.56% | -52.2% |
| Q3 2020 | $1,132,000 | -13.9% | 16,615 | -16.5% | 1.17% | -25.8% |
| Q2 2020 | $1,315,000 | -12.2% | 19,902 | -17.6% | 1.58% | -20.4% |
| Q1 2020 | $1,498,000 | -66.0% | 24,146 | +11078.7% | 1.98% | -41.3% |
| Q4 2019 | $4,404,000 | – | 216 | – | 3.37% | – |
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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% |