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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,000 | -50.0% | 16 | -52.9% | 0.00% | – |
| Q1 2022 | $2,000 | -98.6% | 34 | -98.2% | 0.00% | -100.0% |
| Q4 2021 | $148,000 | -87.7% | 1,928 | -87.9% | 0.03% | -89.1% |
| Q3 2021 | $1,202,000 | +17071.4% | 15,956 | +18895.2% | 0.27% | +13200.0% |
| Q2 2021 | $7,000 | +16.7% | 84 | 0.0% | 0.00% | +100.0% |
| Q1 2021 | $6,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | -97.2% | 84 | -97.3% | 0.00% | -98.4% |
| Q3 2020 | $213,000 | -63.5% | 3,123 | -64.6% | 0.06% | -68.0% |
| Q2 2020 | $584,000 | – | 8,833 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 642,608 | $47,913,000 | 34.23% |
| Shelter Ins Retirement Plan | 810,200 | $60,384,000 | 31.52% |
| HILLTOP WEALTH ADVISORS, LLC | 370,050 | $27,584,000 | 28.61% |
| CXI Advisors | 138,241 | $10,304,000 | 23.10% |
| Monterey Private Wealth, Inc. | 315,024 | $23,482,000 | 18.84% |
| Financial Advisors, LLC | 418,046 | $31,161,000 | 17.66% |
| Legacy Financial Advisors, Inc. | 575,665 | $42,910,000 | 13.57% |
| Burt Wealth Advisors | 454,371 | $33,869,000 | 13.22% |
| Peterson Wealth Advisors, LLC | 303,176 | $22,599,000 | 12.92% |
| Cardinal Strategic Wealth Guidance | 197,893 | $14,749,000 | 12.68% |