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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $696,000 | -90.9% | 921 | -99.1% | 0.06% | -99.0% |
| Q1 2021 | $7,681,000 | -2.3% | 105,238 | -1.7% | 5.67% | -6.8% |
| Q4 2020 | $7,858,000 | +5.6% | 107,037 | -2.0% | 6.09% | -3.9% |
| Q3 2020 | $7,444,000 | +1.9% | 109,260 | -29.6% | 6.34% | -2.3% |
| Q2 2020 | $7,306,000 | +7.5% | 155,267 | +41.7% | 6.49% | -9.4% |
| Q1 2020 | $6,797,000 | -16.7% | 109,536 | +0.1% | 7.16% | +0.1% |
| Q4 2019 | $8,158,000 | +0.9% | 109,445 | -0.8% | 7.15% | -7.6% |
| Q3 2019 | $8,083,000 | +3.2% | 110,308 | +0.7% | 7.74% | -2.6% |
| Q2 2019 | $7,836,000 | +0.6% | 109,566 | +1.4% | 7.95% | -2.0% |
| Q1 2019 | $7,787,000 | +4.6% | 108,102 | +1.2% | 8.12% | -2.3% |
| Q4 2018 | $7,443,000 | – | 106,782 | – | 8.31% | – |
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% |