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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $401,794 | +90.4% | 6,319 | +129.7% | 0.01% | +33.3% |
| Q4 2021 | $211,000 | -72.5% | 2,751 | -73.9% | 0.01% | -79.1% |
| Q1 2021 | $768,000 | +94.4% | 10,528 | +95.9% | 0.04% | +377.8% |
| Q4 2020 | $395,000 | -44.5% | 5,375 | -48.6% | 0.01% | -40.0% |
| Q3 2020 | $712,000 | +215.0% | 10,450 | +186.7% | 0.02% | +200.0% |
| Q1 2020 | $226,000 | -20.7% | 3,645 | -5.6% | 0.01% | +150.0% |
| Q1 2018 | $285,000 | -46.4% | 3,862 | -52.1% | 0.00% | -98.1% |
| Q1 2017 | $532,000 | -21.5% | 8,060 | -27.2% | 0.10% | -54.2% |
| Q4 2016 | $678,000 | +159.8% | 11,076 | +187.3% | 0.23% | +155.1% |
| Q3 2016 | $261,000 | – | 3,855 | – | 0.09% | – |
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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% |