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 | $2,935 | -3.4% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,038 | -0.2% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3,045 | +6.4% | 45 | 0.0% | 0.00% | – |
| Q4 2022 | $2,861 | -4.6% | 45 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | -85.7% | 45 | -85.9% | 0.00% | -83.3% |
| Q4 2018 | $21,000 | -8.7% | 320 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $23,000 | 0.0% | 320 | 0.0% | 0.01% | +20.0% |
| Q2 2018 | $23,000 | -4.2% | 320 | 0.0% | 0.01% | -16.7% |
| Q1 2018 | $24,000 | -46.7% | 320 | -48.4% | 0.01% | -53.8% |
| Q4 2017 | $45,000 | +2.3% | 620 | 0.0% | 0.01% | -7.1% |
| Q3 2017 | $44,000 | +2.3% | 620 | 0.0% | 0.01% | -12.5% |
| Q2 2017 | $43,000 | -53.3% | 620 | -55.6% | 0.02% | -56.8% |
| Q1 2017 | $92,000 | -82.8% | 1,395 | -84.0% | 0.04% | -87.6% |
| Q4 2016 | $535,000 | – | 8,732 | – | 0.30% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shelter Ins Retirement Plan | 832,000 | $61,115,000 | 30.70% |
| O'Brien Wealth Partners LLC | 724,159 | $54,080,000 | 19.54% |
| Financial Advisors, LLC | 467,031 | $34,285,000 | 15.24% |
| Monterey Private Wealth, Inc. | 305,088 | $22,396,000 | 12.91% |
| Burt Wealth Advisors | 477,880 | $35,081,000 | 12.09% |
| Verde Capital Management | 330,515 | $24,263,000 | 12.07% |
| Peterson Wealth Advisors, LLC | 340,953 | $25,029,000 | 11.01% |
| Personal Wealth Partners | 289,880 | $21,280,000 | 9.95% |
| Merit Financial Group, LLC | 1,255,179 | $92,143,000 | 8.90% |
| JANICZEK WEALTH MANAGEMENT, LLC | 233,982 | $17,177,000 | 8.32% |