Wade Financial Advisory, Inc - ISHARES TR ownership

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
Wade Financial Advisory, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$303,000
-91.4%
4,127
-92.0%
0.20%
-92.7%
Q3 2020$3,527,000
+6.1%
51,767
+2.9%
2.78%
-3.3%
Q2 2020$3,325,000
+10.4%
50,326
+3.6%
2.87%
-4.4%
Q1 2020$3,013,000
-53.5%
48,558
-44.2%
3.01%
-47.5%
Q4 2019$6,482,00086,9585.73%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Shelter Ins Retirement Plan 832,000$61,115,00030.70%
O'Brien Wealth Partners LLC 724,159$54,080,00019.54%
Financial Advisors, LLC 467,031$34,285,00015.24%
Monterey Private Wealth, Inc. 305,088$22,396,00012.91%
Burt Wealth Advisors 477,880$35,081,00012.09%
Verde Capital Management 330,515$24,263,00012.07%
Peterson Wealth Advisors, LLC 340,953$25,029,00011.01%
Personal Wealth Partners 289,880$21,280,0009.95%
Merit Financial Group, LLC 1,255,179$92,143,0008.90%
JANICZEK WEALTH MANAGEMENT, LLC 233,982$17,177,0008.32%
View complete list of ISHARES TR shareholders