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 | $1,011,000 | -7.4% | 15,965 | +5.5% | 0.08% | -1.2% |
| Q1 2022 | $1,092,000 | +21.3% | 15,139 | +27.1% | 0.09% | +7.5% |
| Q4 2021 | $900,000 | -16.9% | 11,909 | -17.1% | 0.08% | -12.1% |
| Q3 2021 | $1,083,000 | +20.3% | 14,373 | +20.7% | 0.09% | +13.8% |
| Q2 2021 | $900,000 | +34.3% | 11,909 | +32.0% | 0.08% | +15.9% |
| Q1 2021 | $670,000 | +161.7% | 9,020 | +158.0% | 0.07% | -1.4% |
| Q3 2019 | $256,000 | +0.4% | 3,496 | -0.6% | 0.07% | -19.5% |
| Q2 2019 | $255,000 | -52.8% | 3,517 | -56.7% | 0.09% | -56.1% |
| Q4 2018 | $540,000 | +520.7% | 8,115 | +541.5% | 0.20% | +482.4% |
| Q3 2018 | $87,000 | -93.5% | 1,265 | -93.3% | 0.03% | -93.1% |
| Q2 2018 | $1,341,000 | +39.5% | 18,854 | +44.5% | 0.49% | +47.6% |
| Q1 2018 | $961,000 | +222.5% | 13,046 | +219.9% | 0.33% | +212.1% |
| Q4 2017 | $298,000 | – | 4,078 | – | 0.11% | – |
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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% |