ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 428 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $250,000 | +10.6% | 3,407 | +2.7% | 0.21% | +12.2% |
| Q3 2020 | $226,000 | +3.2% | 3,317 | -0.1% | 0.19% | 0.0% |
| Q2 2020 | $219,000 | -90.7% | 3,321 | -91.3% | 0.19% | -93.0% |
| Q1 2020 | $2,355,000 | -16.9% | 37,955 | -0.1% | 2.70% | +20.8% |
| Q4 2019 | $2,833,000 | +5.9% | 38,009 | +4.1% | 2.24% | -6.3% |
| Q3 2019 | $2,676,000 | -44.3% | 36,518 | -44.8% | 2.39% | -41.8% |
| Q2 2019 | $4,802,000 | +1051.6% | 66,107 | +1042.5% | 4.10% | +957.5% |
| Q1 2019 | $417,000 | +48.9% | 5,786 | +37.7% | 0.39% | +28.9% |
| Q4 2018 | $280,000 | +20.7% | 4,203 | +32.0% | 0.30% | +46.1% |
| Q3 2018 | $232,000 | – | 3,185 | – | 0.21% | – |
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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% |