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 | $387 | -60.9% | 5,939 | -59.7% | 0.03% | +12.0% |
| Q2 2023 | $991 | +50.8% | 14,724 | +51.5% | 0.02% | -21.9% |
| Q1 2023 | $657 | -2.4% | 9,717 | -8.1% | 0.03% | -13.5% |
| Q4 2022 | $673 | -99.9% | 10,578 | -17.6% | 0.04% | -15.9% |
| Q3 2022 | $732,000 | -33.3% | 12,835 | -26.0% | 0.04% | -25.4% |
| Q2 2022 | $1,098,000 | -28.0% | 17,340 | -18.0% | 0.06% | -25.3% |
| Q1 2022 | $1,526,000 | -8.8% | 21,157 | -2.9% | 0.08% | -4.8% |
| Q4 2021 | $1,673,000 | +1.7% | 21,796 | -0.2% | 0.08% | -14.4% |
| Q3 2021 | $1,645,000 | -1.6% | 21,835 | -1.4% | 0.10% | -5.8% |
| Q2 2021 | $1,672,000 | +6.4% | 22,135 | +2.8% | 0.10% | -13.4% |
| Q1 2021 | $1,571,000 | +2.2% | 21,525 | +2.8% | 0.12% | -6.3% |
| Q4 2020 | $1,537,000 | – | 20,931 | – | 0.13% | – |
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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% |