WHITTIER TRUST CO OF NEVADA INC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 571 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.

Quarter-by-quarter ownership
WHITTIER TRUST CO OF NEVADA INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$195,854
-3.4%
3,0030.0%0.01%0.0%
Q2 2023$202,702
+86.0%
3,003
+86.4%
0.01%
+75.0%
Q1 2023$108,983
+6.4%
1,6110.0%0.00%0.0%
Q4 2022$102,427
+11.3%
1,6110.0%0.00%0.0%
Q3 2022$92,000
-9.8%
1,6110.0%0.00%0.0%
Q2 2022$102,000
-12.1%
1,6110.0%0.00%0.0%
Q1 2022$116,000
-6.5%
1,6110.0%0.00%
-20.0%
Q4 2021$124,000
+2.5%
1,6110.0%0.01%0.0%
Q3 2021$121,000
-0.8%
1,6110.0%0.01%0.0%
Q2 2021$122,000
+3.4%
1,6110.0%0.01%0.0%
Q1 2021$118,000
-20.8%
1,611
-20.6%
0.01%
-28.6%
Q4 2020$149,000
+8.0%
2,0300.0%0.01%
-12.5%
Q3 2020$138,000
-20.7%
2,030
-23.0%
0.01%
-27.3%
Q2 2020$174,000
-13.9%
2,636
-18.9%
0.01%
-31.2%
Q1 2020$202,000
-40.8%
3,252
-29.0%
0.02%
-27.3%
Q4 2019$341,000
-9.1%
4,579
-10.5%
0.02%
-15.4%
Q3 2019$375,000
+0.8%
5,1190.0%0.03%0.0%
Q2 2019$372,000
+0.8%
5,1190.0%0.03%
-3.7%
Q1 2019$369,000
+8.2%
5,1190.0%0.03%
-3.6%
Q4 2018$341,000
+26.3%
5,119
+37.8%
0.03%
+40.0%
Q3 2018$270,000
+2.3%
3,7150.0%0.02%
-4.8%
Q2 2018$264,000
-3.6%
3,7150.0%0.02%
-4.5%
Q1 2018$274,000
-8.7%
3,715
-9.7%
0.02%
-15.4%
Q4 2017$300,000
+2.7%
4,1150.0%0.03%
-3.7%
Q3 2017$292,000
+2.5%
4,1150.0%0.03%
-3.6%
Q2 2017$285,000
+1.1%
4,115
-3.7%
0.03%0.0%
Q1 2017$282,000
+7.6%
4,275
-0.0%
0.03%0.0%
Q4 2016$262,000
-62.6%
4,276
-58.8%
0.03%
-65.0%
Q3 2016$701,000
+1.9%
10,3670.0%0.08%
+1.3%
Q2 2016$688,000
-7.7%
10,367
-7.5%
0.08%
-9.2%
Q1 2016$745,000
+2.5%
11,2120.0%0.09%
+2.4%
Q4 2015$727,000
-32.9%
11,212
-35.5%
0.08%
-36.1%
Q3 2015$1,084,000
-4.3%
17,373
+0.1%
0.13%
+5.6%
Q2 2015$1,133,000
+65.6%
17,357
+67.2%
0.13%
+65.8%
Q1 2015$684,000
+14.0%
10,382
+6.8%
0.08%
+13.4%
Q4 2014$600,000
+8471.4%
9,717
+7673.6%
0.07%
+6600.0%
Q2 2013$7,0001250.00%
Other shareholders
ISHARES TR shareholders Q4 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