ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 571 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 2023 | $445,036 | -12.0% | 6,824 | -8.9% | 0.01% | -9.1% |
| Q2 2023 | $505,800 | -8.8% | 7,493 | -8.6% | 0.01% | -15.4% |
| Q1 2023 | $554,558 | +4.7% | 8,197 | -1.6% | 0.01% | -13.3% |
| Q4 2022 | $529,766 | +7.2% | 8,332 | -3.9% | 0.02% | -16.7% |
| Q3 2022 | $494,000 | -13.3% | 8,673 | -3.6% | 0.02% | -25.0% |
| Q2 2022 | $570,000 | -13.0% | 8,998 | -0.9% | 0.02% | -4.0% |
| Q1 2022 | $655,000 | -13.8% | 9,078 | -8.3% | 0.02% | -7.4% |
| Q4 2021 | $760,000 | +7.8% | 9,898 | +5.8% | 0.03% | -3.6% |
| Q3 2021 | $705,000 | +28.9% | 9,353 | +29.1% | 0.03% | +21.7% |
| Q2 2021 | $547,000 | -6.8% | 7,244 | -9.9% | 0.02% | -14.8% |
| Q1 2021 | $587,000 | -72.8% | 8,037 | -72.6% | 0.03% | -75.9% |
| Q4 2020 | $2,155,000 | +0.5% | 29,354 | -6.8% | 0.11% | -24.3% |
| Q3 2020 | $2,145,000 | +17.2% | 31,486 | +13.7% | 0.15% | +12.1% |
| Q2 2020 | $1,830,000 | +9.6% | 27,698 | +2.9% | 0.13% | -10.8% |
| Q1 2020 | $1,670,000 | +259.9% | 26,918 | +332.3% | 0.15% | +300.0% |
| Q4 2019 | $464,000 | +29.6% | 6,227 | +27.4% | 0.04% | +15.6% |
| Q3 2019 | $358,000 | +35.1% | 4,887 | +34.0% | 0.03% | +52.4% |
| Q2 2019 | $265,000 | -3.3% | 3,646 | -11.1% | 0.02% | -54.3% |
| Q4 2018 | $274,000 | – | 4,103 | – | 0.05% | – |
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% |