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 | $10,596,847 | -4.6% | 162,478 | -1.3% | 0.04% | -4.5% |
| Q2 2023 | $11,106,489 | -1.0% | 164,541 | -0.8% | 0.04% | -4.3% |
| Q1 2023 | $11,217,358 | +0.9% | 165,815 | -5.2% | 0.05% | -4.2% |
| Q4 2022 | $11,117,320 | +13.2% | 174,842 | +1.5% | 0.05% | +4.3% |
| Q3 2022 | $9,825,000 | -18.0% | 172,331 | -9.0% | 0.05% | -14.8% |
| Q2 2022 | $11,985,000 | -21.9% | 189,302 | -11.1% | 0.05% | -15.6% |
| Q1 2022 | $15,354,000 | +13.1% | 212,830 | +20.4% | 0.06% | +14.3% |
| Q4 2021 | $13,575,000 | +5223.5% | 176,832 | +5125.5% | 0.06% | +5500.0% |
| Q3 2021 | $255,000 | -17.2% | 3,384 | -17.0% | 0.00% | 0.0% |
| Q2 2021 | $308,000 | +3.4% | 4,077 | -0.1% | 0.00% | -50.0% |
| Q1 2021 | $298,000 | -17.7% | 4,082 | -17.1% | 0.00% | 0.0% |
| Q4 2020 | $362,000 | -42.0% | 4,925 | -46.2% | 0.00% | -50.0% |
| Q3 2020 | $624,000 | +3.3% | 9,158 | +0.1% | 0.00% | 0.0% |
| Q2 2020 | $604,000 | +9.6% | 9,149 | +2.9% | 0.00% | -20.0% |
| Q1 2020 | $551,000 | -33.1% | 8,888 | -19.6% | 0.01% | -16.7% |
| Q4 2019 | $824,000 | -2.5% | 11,057 | -4.1% | 0.01% | -14.3% |
| Q3 2019 | $845,000 | -2.6% | 11,526 | -3.6% | 0.01% | 0.0% |
| Q2 2019 | $868,000 | +15.4% | 11,951 | +14.4% | 0.01% | 0.0% |
| Q1 2019 | $752,000 | +5.8% | 10,451 | -2.0% | 0.01% | 0.0% |
| Q4 2018 | $711,000 | +19.5% | 10,666 | +30.5% | 0.01% | +40.0% |
| Q3 2018 | $595,000 | -10.3% | 8,175 | -12.3% | 0.01% | -28.6% |
| Q2 2018 | $663,000 | +2.5% | 9,322 | +6.1% | 0.01% | 0.0% |
| Q1 2018 | $647,000 | +9.7% | 8,782 | +8.6% | 0.01% | +16.7% |
| Q4 2017 | $590,000 | -0.8% | 8,088 | -3.4% | 0.01% | -14.3% |
| Q3 2017 | $595,000 | +28.0% | 8,369 | +24.7% | 0.01% | +16.7% |
| Q2 2017 | $465,000 | +1.5% | 6,710 | -3.3% | 0.01% | 0.0% |
| Q1 2017 | $458,000 | +3.6% | 6,938 | -4.0% | 0.01% | 0.0% |
| Q4 2016 | $442,000 | -5.4% | 7,225 | +4.6% | 0.01% | -14.3% |
| Q3 2016 | $467,000 | +0.6% | 6,904 | -1.3% | 0.01% | -12.5% |
| Q2 2016 | $464,000 | +5.7% | 6,995 | +6.0% | 0.01% | 0.0% |
| Q1 2016 | $439,000 | +7.3% | 6,599 | +4.7% | 0.01% | 0.0% |
| Q4 2015 | $409,000 | +13533.3% | 6,303 | +13602.2% | 0.01% | – |
| Q2 2014 | $3,000 | – | 46 | – | 0.00% | – |
Download | ||||||
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% |