ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 518 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $500,000 | -8.8% | 6,513 | -10.5% | 0.02% | -15.4% |
| Q3 2021 | $548,000 | -0.9% | 7,279 | -0.6% | 0.03% | 0.0% |
| Q2 2021 | $553,000 | -14.3% | 7,324 | -17.1% | 0.03% | -27.8% |
| Q1 2021 | $645,000 | -1.8% | 8,838 | -1.2% | 0.04% | -37.9% |
| Q4 2020 | $657,000 | +143.3% | 8,943 | +125.6% | 0.06% | +123.1% |
| Q3 2020 | $270,000 | -56.8% | 3,964 | -53.7% | 0.03% | -65.8% |
| Q4 2017 | $625,000 | +13.8% | 8,565 | +10.9% | 0.08% | +7.0% |
| Q3 2017 | $549,000 | +1.9% | 7,724 | -0.8% | 0.07% | +1.4% |
| Q2 2017 | $539,000 | +3.9% | 7,783 | -1.1% | 0.07% | 0.0% |
| Q1 2017 | $519,000 | +12.1% | 7,871 | +4.2% | 0.07% | +2.9% |
| Q4 2016 | $463,000 | +9.2% | 7,557 | +20.5% | 0.07% | +7.9% |
| Q3 2016 | $424,000 | – | 6,272 | – | 0.06% | – |
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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% |