ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 530 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $204,000 | -25.3% | 3,228 | -14.6% | 0.05% | -13.6% |
| Q1 2022 | $273,000 | -7.8% | 3,778 | -6.8% | 0.06% | -9.2% |
| Q4 2021 | $296,000 | -2.3% | 4,054 | +0.7% | 0.06% | -8.5% |
| Q3 2021 | $303,000 | -0.3% | 4,027 | 0.0% | 0.07% | -9.0% |
| Q2 2021 | $304,000 | +4.8% | 4,027 | +1.3% | 0.08% | -4.9% |
| Q1 2021 | $290,000 | -1.7% | 3,975 | 0.0% | 0.08% | -6.8% |
| Q4 2020 | $295,000 | +9.7% | 3,975 | +0.7% | 0.09% | -4.3% |
| Q3 2020 | $269,000 | +5.1% | 3,947 | +1.7% | 0.09% | -8.0% |
| Q2 2020 | $256,000 | +24.9% | 3,881 | +36.5% | 0.10% | -9.9% |
| Q1 2019 | $205,000 | -13.9% | 2,843 | -12.9% | 0.11% | -28.4% |
| Q3 2018 | $238,000 | -8.5% | 3,263 | -10.8% | 0.16% | -18.8% |
| Q2 2018 | $260,000 | -4.8% | 3,659 | -1.6% | 0.19% | -10.7% |
| Q1 2018 | $273,000 | -1.1% | 3,717 | -1.8% | 0.21% | -1.4% |
| Q4 2017 | $276,000 | – | 3,785 | – | 0.22% | – |
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% |