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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $650,000 | +4.7% | 8,468 | +2.7% | 0.13% | -46.0% |
| Q3 2021 | $621,000 | +3.7% | 8,247 | +4.0% | 0.24% | +7.2% |
| Q2 2021 | $599,000 | +7.7% | 7,933 | +4.0% | 0.22% | -6.7% |
| Q1 2021 | $556,000 | +1.3% | 7,625 | +1.8% | 0.24% | -7.7% |
| Q4 2020 | $549,000 | -0.2% | 7,491 | -7.3% | 0.26% | -13.4% |
| Q3 2020 | $550,000 | +1.1% | 8,077 | -2.0% | 0.30% | -1.0% |
| Q2 2020 | $544,000 | +5.6% | 8,242 | -0.7% | 0.30% | -12.2% |
| Q1 2020 | $515,000 | -14.2% | 8,301 | +3.1% | 0.34% | -0.6% |
| Q4 2019 | $600,000 | +14.1% | 8,049 | +12.0% | 0.35% | +3.0% |
| Q3 2019 | $526,000 | +27.7% | 7,189 | +26.5% | 0.34% | +20.4% |
| Q2 2019 | $412,000 | – | 5,681 | – | 0.28% | – |
Download | ||||||
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% |