ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 429 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $221,000 | -6.0% | 3,057 | 0.0% | 0.07% | -8.8% |
| Q4 2021 | $235,000 | +1.7% | 3,057 | +4.1% | 0.08% | -4.8% |
| Q3 2021 | $231,000 | +2.7% | 2,937 | 0.0% | 0.08% | -3.4% |
| Q2 2021 | $225,000 | +7.1% | 2,937 | 0.0% | 0.09% | -5.4% |
| Q1 2021 | $210,000 | -2.8% | 2,937 | 0.0% | 0.09% | -4.2% |
| Q4 2020 | $216,000 | +5.4% | 2,937 | -5.5% | 0.10% | -21.3% |
| Q2 2020 | $205,000 | -19.3% | 3,107 | -11.2% | 0.12% | +37.1% |
| Q2 2019 | $254,000 | +86.8% | 3,499 | +85.4% | 0.09% | +15.6% |
| Q1 2019 | $136,000 | +7.1% | 1,887 | -0.9% | 0.08% | -3.8% |
| Q4 2018 | $127,000 | – | 1,905 | – | 0.08% | – |
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% |