ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 530 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $136,832 | -16.2% | 2,098 | -13.3% | 0.02% | -21.7% |
| Q2 2023 | $163,350 | -0.2% | 2,420 | 0.0% | 0.02% | -4.2% |
| Q1 2023 | $163,713 | +26.5% | 2,420 | +18.9% | 0.02% | +20.0% |
| Q4 2022 | $129,395 | +17.6% | 2,035 | +5.5% | 0.02% | +11.1% |
| Q3 2022 | $110,000 | -17.3% | 1,929 | -8.3% | 0.02% | -14.3% |
| Q2 2022 | $133,000 | 0.0% | 2,103 | +13.9% | 0.02% | +16.7% |
| Q1 2022 | $133,000 | +5.6% | 1,847 | +12.3% | 0.02% | +12.5% |
| Q4 2021 | $126,000 | +1.6% | 1,645 | 0.0% | 0.02% | -5.9% |
| Q3 2021 | $124,000 | 0.0% | 1,645 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $124,000 | +31.9% | 1,645 | +28.3% | 0.02% | +21.4% |
| Q1 2021 | $94,000 | +6.8% | 1,282 | +6.5% | 0.01% | 0.0% |
| Q4 2020 | $88,000 | +4.8% | 1,204 | -2.7% | 0.01% | -12.5% |
| Q3 2020 | $84,000 | +6.3% | 1,238 | +3.2% | 0.02% | -5.9% |
| Q2 2020 | $79,000 | +9.7% | 1,200 | +3.4% | 0.02% | -10.5% |
| Q1 2020 | $72,000 | -50.7% | 1,161 | -40.6% | 0.02% | -44.1% |
| Q4 2019 | $146,000 | – | 1,955 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 642,608 | $47,913,000 | 34.23% |
| Shelter Ins Retirement Plan | 810,200 | $60,384,000 | 31.52% |
| HILLTOP WEALTH ADVISORS, LLC | 370,050 | $27,584,000 | 28.61% |
| CXI Advisors | 138,241 | $10,304,000 | 23.10% |
| Monterey Private Wealth, Inc. | 315,024 | $23,482,000 | 18.84% |
| Financial Advisors, LLC | 418,046 | $31,161,000 | 17.66% |
| Legacy Financial Advisors, Inc. | 575,665 | $42,910,000 | 13.57% |
| Burt Wealth Advisors | 454,371 | $33,869,000 | 13.22% |
| Peterson Wealth Advisors, LLC | 303,176 | $22,599,000 | 12.92% |
| Cardinal Strategic Wealth Guidance | 197,893 | $14,749,000 | 12.68% |