ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 520 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $633,000 | -12.2% | 10 | 0.0% | 0.00% | – |
Q1 2022 | $721,000 | -6.1% | 10 | 0.0% | 0.00% | – |
Q4 2021 | $768,000 | +2.0% | 10 | 0.0% | 0.00% | – |
Q3 2021 | $753,000 | -0.3% | 10 | 0.0% | 0.00% | – |
Q2 2021 | $755,000 | +3.4% | 10 | 0.0% | 0.00% | -100.0% |
Q1 2021 | $730,000 | -0.5% | 10 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $734,000 | +7.8% | 10 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $681,000 | – | 10 | – | 0.00% | – |
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% |