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 | $132,000 | -44.1% | 2,091 | -33.3% | 0.02% | -39.3% |
| Q3 2021 | $236,000 | -0.4% | 3,136 | 0.0% | 0.03% | -3.4% |
| Q2 2021 | $237,000 | -22.8% | 3,136 | -25.4% | 0.03% | -29.3% |
| Q1 2021 | $307,000 | -1.0% | 4,202 | -0.6% | 0.04% | -6.8% |
| Q4 2020 | $310,000 | -12.7% | 4,229 | -18.9% | 0.04% | -22.8% |
| Q3 2020 | $355,000 | +10.2% | 5,212 | +7.1% | 0.06% | +1.8% |
| Q2 2020 | $322,000 | -3.3% | 4,868 | -9.2% | 0.06% | -22.2% |
| Q1 2020 | $333,000 | +52.8% | 5,364 | +83.1% | 0.07% | +94.6% |
| Q4 2019 | $218,000 | +23.2% | 2,929 | +18.9% | 0.04% | +23.3% |
| Q1 2019 | $177,000 | -0.6% | 2,464 | -7.6% | 0.03% | -18.9% |
| Q4 2018 | $178,000 | -14.8% | 2,666 | -7.0% | 0.04% | +5.7% |
| Q3 2018 | $209,000 | +2.5% | 2,866 | 0.0% | 0.04% | -5.4% |
| Q2 2018 | $204,000 | -8.1% | 2,866 | -4.7% | 0.04% | -9.8% |
| Q1 2018 | $222,000 | +1.4% | 3,006 | 0.0% | 0.04% | +2.5% |
| Q4 2017 | $219,000 | – | 3,006 | – | 0.04% | – |
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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% |