ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 562 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,631 | -66.7% | 71 | -67.6% | 0.00% | -75.0% |
| Q4 2022 | $13,904 | +15.9% | 219 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | -14.3% | 219 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $14,000 | -66.7% | 219 | -62.2% | 0.00% | -60.0% |
| Q1 2022 | $42,000 | -46.2% | 580 | -43.0% | 0.01% | -52.4% |
| Q4 2021 | $78,000 | -40.5% | 1,017 | -41.5% | 0.02% | -48.8% |
| Q3 2021 | $131,000 | +285.3% | 1,739 | +270.8% | 0.04% | +192.9% |
| Q4 2020 | $34,000 | -32.0% | 469 | -41.8% | 0.01% | -53.3% |
| Q1 2020 | $50,000 | – | 806 | – | 0.03% | – |
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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% |