ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 539 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $752,000 | -16.6% | 13,192 | -5.2% | 0.18% | -5.3% |
| Q2 2022 | $902,000 | -4.6% | 13,909 | +6.1% | 0.19% | -3.6% |
| Q1 2022 | $945,000 | -3.1% | 13,105 | -1.6% | 0.20% | -3.9% |
| Q4 2021 | $975,000 | -2.8% | 13,318 | +0.0% | 0.20% | -10.1% |
| Q3 2021 | $1,003,000 | -1.5% | 13,317 | -1.2% | 0.23% | -2.6% |
| Q2 2021 | $1,018,000 | +17.0% | 13,474 | +15.1% | 0.23% | +11.0% |
| Q1 2021 | $870,000 | -0.5% | 11,702 | -0.1% | 0.21% | -5.0% |
| Q4 2020 | $874,000 | +100.5% | 11,709 | +100.1% | 0.22% | +30.0% |
| Q4 2019 | $436,000 | – | 5,853 | – | 0.17% | – |
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% |