NORTH AMERICAN MANAGEMENT CORP - 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
NORTH AMERICAN MANAGEMENT CORP ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$27,649,304,000
+0.8%
378,809
+1.4%
3.75%
-3.4%
Q4 2020$27,433,058,000
+109182.0%
373,696
+1.4%
3.88%
-0.7%
Q3 2020$25,103,000
+12.0%
368,456
+8.6%
3.91%
+7.2%
Q2 2020$22,410,000
+0.7%
339,235
-5.4%
3.64%
-9.7%
Q1 2020$22,246,000
+5.8%
358,512
+27.1%
4.03%
+30.2%
Q4 2019$21,029,000
+3.4%
282,113
+1.7%
3.10%
-2.6%
Q3 2019$20,336,000
+1.6%
277,507
+0.7%
3.18%
-0.2%
Q2 2019$20,019,000
+5.0%
275,593
+4.1%
3.18%
+0.3%
Q1 2019$19,058,000
+5.1%
264,689
-2.7%
3.18%
-5.5%
Q4 2018$18,139,000
-10.7%
272,114
-2.5%
3.36%
+1.4%
Q3 2018$20,318,000
+1.5%
279,060
-0.9%
3.31%
+2.0%
Q2 2018$20,025,000
-4.7%
281,491
-1.3%
3.25%
-3.6%
Q1 2018$21,008,000
+41.9%
285,088
+40.6%
3.37%
+49.5%
Q4 2017$14,803,000
+3.1%
202,830
+0.4%
2.25%
-0.3%
Q3 2017$14,351,000
+5.5%
201,955
+2.8%
2.26%
+2.8%
Q2 2017$13,605,000
+9.0%
196,485
+3.9%
2.20%
+9.0%
Q1 2017$12,479,000
+4.6%
189,070
-3.0%
2.02%
+1.2%
Q4 2016$11,931,000
-8.7%
194,885
+0.9%
1.99%
-7.5%
Q3 2016$13,066,000
+1.7%
193,165
-0.2%
2.15%
+0.5%
Q2 2016$12,849,000
+3.8%
193,535
+3.9%
2.14%
+6.0%
Q1 2016$12,378,000186,3052.02%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
O'Brien Wealth Partners LLC 794,211$52,084,00020.67%
Burt Wealth Advisors 543,101$39,179,00011.75%
Prism Advisors, Inc. 286,940$20,700,0006.93%
Ballew Advisors, Inc 120,480$8,595,0006.56%
Personal Wealth Partners 208,244$15,023,0006.56%
AGILIS PARTNERS LLC 177,902$12,834,0006.42%
VAUGHAN & Co SECURITIES, INC. 119,500$8,621,0005.96%
Wharton Business Group, LLC 1,313,872$94,783,0005.75%
Forum Private Client Group LLC 100,720$7,266,0005.64%
JANICZEK WEALTH MANAGEMENT, LLC 226,576$16,345,0004.51%
View complete list of ISHARES TR shareholders