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 | $11,710 | -5.0% | 179,543 | -1.7% | 4.22% | -12.4% |
| Q2 2023 | $12,327 | -0.2% | 182,626 | 0.0% | 4.82% | -11.9% |
| Q1 2023 | $12,355 | +6.4% | 182,626 | 0.0% | 5.46% | +1.4% |
| Q4 2022 | $11,612 | -99.9% | 182,626 | +2.7% | 5.39% | -15.7% |
| Q3 2022 | $10,142,000 | -10.0% | 177,902 | 0.0% | 6.39% | -8.3% |
| Q2 2022 | $11,263,000 | -12.2% | 177,902 | 0.0% | 6.97% | +8.6% |
| Q1 2022 | $12,834,000 | -6.0% | 177,902 | 0.0% | 6.42% | -6.1% |
| Q4 2021 | $13,658,000 | +5.8% | 177,902 | +3.8% | 6.83% | +6.5% |
| Q3 2021 | $12,911,000 | -0.3% | 171,369 | 0.0% | 6.42% | -10.2% |
| Q2 2021 | $12,945,000 | +3.5% | 171,369 | 0.0% | 7.15% | +25.6% |
| Q1 2021 | $12,508,000 | -2.1% | 171,369 | -1.6% | 5.69% | -5.1% |
| Q4 2020 | $12,781,000 | +11.8% | 174,103 | +3.7% | 6.00% | +39.8% |
| Q3 2020 | $11,436,000 | +3.1% | 167,858 | 0.0% | 4.29% | -34.0% |
| Q2 2020 | $11,089,000 | -6.6% | 167,858 | +5.3% | 6.49% | +2.5% |
| Q4 2019 | $11,877,000 | – | 159,338 | – | 6.33% | – |
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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% |