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 | $923,648 | -10.3% | 14,475 | -5.1% | 0.05% | -6.0% |
| Q2 2023 | $1,029,567 | -2.4% | 15,253 | +1.6% | 0.05% | -10.7% |
| Q1 2023 | $1,054,860 | +9.1% | 15,014 | -1.2% | 0.06% | -15.2% |
| Q4 2022 | $966,661 | +8.7% | 15,203 | +0.1% | 0.07% | -1.5% |
| Q3 2022 | $889,000 | -17.6% | 15,184 | -10.9% | 0.07% | -23.0% |
| Q2 2022 | $1,079,000 | -46.3% | 17,049 | -42.6% | 0.09% | -44.9% |
| Q1 2022 | $2,010,000 | -26.2% | 29,715 | -17.8% | 0.16% | -41.3% |
| Q3 2021 | $2,724,000 | -3.6% | 36,154 | -3.3% | 0.27% | -6.9% |
| Q2 2021 | $2,825,000 | +11.0% | 37,400 | +7.3% | 0.29% | -3.0% |
| Q1 2021 | $2,545,000 | +4.9% | 34,869 | +5.5% | 0.30% | -2.0% |
| Q4 2020 | $2,425,000 | +24.7% | 33,039 | +15.8% | 0.30% | +6.7% |
| Q3 2020 | $1,944,000 | +16.4% | 28,541 | +12.9% | 0.28% | +7.1% |
| Q2 2020 | $1,670,000 | -41.5% | 25,275 | -45.1% | 0.27% | -50.7% |
| Q1 2020 | $2,854,000 | -28.9% | 46,000 | -14.6% | 0.54% | -12.2% |
| Q4 2019 | $4,015,000 | -1.6% | 53,857 | -3.3% | 0.62% | -8.3% |
| Q3 2019 | $4,080,000 | +80.4% | 55,683 | +78.8% | 0.67% | +55.0% |
| Q2 2019 | $2,262,000 | +34.0% | 31,136 | +32.8% | 0.43% | +6.1% |
| Q1 2019 | $1,688,000 | +16.0% | 23,445 | +7.4% | 0.41% | +9.7% |
| Q4 2018 | $1,455,000 | +27.3% | 21,823 | +39.0% | 0.37% | +44.2% |
| Q3 2018 | $1,143,000 | +38.4% | 15,702 | +35.3% | 0.26% | +23.4% |
| Q2 2018 | $826,000 | +7.7% | 11,606 | +11.5% | 0.21% | -0.9% |
| Q1 2018 | $767,000 | -49.7% | 10,412 | -50.2% | 0.21% | -49.6% |
| Q4 2017 | $1,524,000 | +16.5% | 20,888 | +13.5% | 0.42% | -22.6% |
| Q3 2017 | $1,308,000 | +21.1% | 18,411 | +18.0% | 0.54% | +6.5% |
| Q2 2017 | $1,080,000 | +24.1% | 15,600 | +18.3% | 0.51% | +4.5% |
| Q1 2017 | $870,000 | +24.6% | 13,186 | +15.6% | 0.49% | +3.6% |
| Q4 2016 | $698,000 | – | 11,405 | – | 0.47% | – |
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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% |