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 2023 | $7,838,397 | -0.8% | 117,429 | -0.0% | 5.66% | -1.7% |
| Q1 2023 | $7,901,277 | +1.2% | 117,456 | -0.7% | 5.76% | -3.7% |
| Q4 2022 | $7,809,690 | +12.5% | 118,257 | -3.2% | 5.98% | -4.0% |
| Q3 2022 | $6,945,000 | -7.4% | 122,205 | +1.2% | 6.23% | -9.0% |
| Q2 2022 | $7,504,000 | -12.7% | 120,761 | +0.2% | 6.85% | +4.4% |
| Q1 2022 | $8,595,000 | -2.3% | 120,480 | +2.5% | 6.56% | +7.2% |
| Q4 2021 | $8,797,000 | -0.2% | 117,566 | +0.1% | 6.12% | -5.4% |
| Q3 2021 | $8,814,000 | -1.4% | 117,471 | +0.7% | 6.48% | +4.4% |
| Q2 2021 | $8,938,000 | -47.9% | 116,698 | -50.0% | 6.20% | -1.9% |
| Q1 2021 | $17,152,000 | +97.8% | 233,426 | +99.2% | 6.32% | -5.5% |
| Q4 2020 | $8,671,000 | +6.5% | 117,197 | -0.3% | 6.69% | -3.1% |
| Q3 2020 | $8,139,000 | +3.2% | 117,581 | -0.7% | 6.90% | -10.9% |
| Q2 2020 | $7,890,000 | +12.5% | 118,458 | +4.8% | 7.75% | -2.2% |
| Q1 2020 | $7,016,000 | -13.8% | 113,072 | +3.8% | 7.92% | +13.6% |
| Q4 2019 | $8,141,000 | +5.5% | 108,953 | +2.6% | 6.97% | -0.8% |
| Q3 2019 | $7,713,000 | +0.3% | 106,185 | +0.8% | 7.03% | +0.6% |
| Q2 2019 | $7,688,000 | +5.6% | 105,394 | +3.8% | 6.99% | +4.3% |
| Q1 2019 | $7,281,000 | +8.7% | 101,503 | +5.2% | 6.70% | +6.5% |
| Q4 2018 | $6,700,000 | +9.6% | 96,497 | +6.6% | 6.29% | +12.4% |
| Q3 2018 | $6,113,000 | -0.1% | 90,519 | +5.2% | 5.60% | -18.8% |
| Q2 2018 | $6,122,000 | +0.0% | 86,052 | +3.6% | 6.90% | +29.0% |
| Q1 2018 | $6,120,000 | +10.9% | 83,048 | +9.9% | 5.35% | -2.3% |
| Q4 2017 | $5,517,000 | – | 75,598 | – | 5.47% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shelter Ins Retirement Plan | 832,000 | $61,115,000 | 30.70% |
| O'Brien Wealth Partners LLC | 724,159 | $54,080,000 | 19.54% |
| Financial Advisors, LLC | 467,031 | $34,285,000 | 15.24% |
| Monterey Private Wealth, Inc. | 305,088 | $22,396,000 | 12.91% |
| Burt Wealth Advisors | 477,880 | $35,081,000 | 12.09% |
| Verde Capital Management | 330,515 | $24,263,000 | 12.07% |
| Peterson Wealth Advisors, LLC | 340,953 | $25,029,000 | 11.01% |
| Personal Wealth Partners | 289,880 | $21,280,000 | 9.95% |
| Merit Financial Group, LLC | 1,255,179 | $92,143,000 | 8.90% |
| JANICZEK WEALTH MANAGEMENT, LLC | 233,982 | $17,177,000 | 8.32% |