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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,772 | -8.4% | 4,213 | -5.2% | 0.03% | -11.1% |
| Q2 2023 | $299,835 | -1.6% | 4,442 | -1.4% | 0.04% | -10.0% |
| Q1 2023 | $304,628 | +3.7% | 4,503 | -2.6% | 0.04% | +5.3% |
| Q4 2022 | $293,826 | +11.3% | 4,621 | -0.3% | 0.04% | +5.6% |
| Q3 2022 | $264,000 | -9.0% | 4,635 | +1.3% | 0.04% | -5.3% |
| Q2 2022 | $290,000 | -13.2% | 4,576 | -1.2% | 0.04% | 0.0% |
| Q1 2022 | $334,000 | -4.3% | 4,633 | +1.8% | 0.04% | +5.6% |
| Q4 2021 | $349,000 | -0.6% | 4,551 | -2.2% | 0.04% | -5.3% |
| Q3 2021 | $351,000 | -88.5% | 4,654 | -89.1% | 0.04% | -95.9% |
| Q3 2017 | $3,041,000 | +87.4% | 42,798 | +72.2% | 0.92% | +108.4% |
| Q2 2015 | $1,623,000 | – | 24,857 | – | 0.44% | – |
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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% |