ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 574 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 2021 | $984,000 | -0.2% | 13,058 | 0.0% | 0.18% | +58.6% |
| Q2 2021 | $986,000 | +4.9% | 13,058 | +1.4% | 0.11% | +14.4% |
| Q1 2021 | $940,000 | -0.6% | 12,882 | 0.0% | 0.10% | -24.8% |
| Q4 2020 | $946,000 | +7.7% | 12,882 | 0.0% | 0.13% | -49.4% |
| Q3 2020 | $878,000 | -1.2% | 12,882 | -4.2% | 0.26% | -25.4% |
| Q2 2020 | $889,000 | +7.8% | 13,452 | +1.1% | 0.34% | -18.2% |
| Q1 2020 | $825,000 | -4.8% | 13,300 | +14.3% | 0.42% | -10.5% |
| Q4 2019 | $867,000 | +3.8% | 11,634 | +2.1% | 0.47% | -28.3% |
| Q3 2019 | $835,000 | +13.3% | 11,397 | +12.3% | 0.65% | +9.6% |
| Q2 2019 | $737,000 | +2.8% | 10,147 | +1.9% | 0.59% | -1.2% |
| Q1 2019 | $717,000 | – | 9,958 | – | 0.60% | – |
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% |