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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,048,314 | +68.5% | 74,624 | +58.4% | 0.89% | +56.9% |
| Q4 2022 | $2,996,380 | -17.2% | 47,124 | 0.0% | 0.57% | -5.0% |
| Q4 2021 | $3,618,000 | +1.9% | 47,124 | 0.0% | 0.60% | -5.5% |
| Q3 2021 | $3,550,000 | -0.3% | 47,124 | 0.0% | 0.63% | -0.3% |
| Q2 2021 | $3,560,000 | +3.5% | 47,124 | 0.0% | 0.63% | -4.1% |
| Q1 2021 | $3,440,000 | +11.4% | 47,124 | +12.0% | 0.66% | +2.2% |
| Q4 2020 | $3,089,000 | +7.7% | 42,074 | 0.0% | 0.65% | -10.0% |
| Q3 2020 | $2,867,000 | +3.2% | 42,074 | 0.0% | 0.72% | -27.3% |
| Q2 2020 | $2,779,000 | +6.4% | 42,074 | 0.0% | 0.99% | -17.3% |
| Q1 2020 | $2,611,000 | -16.7% | 42,074 | 0.0% | 1.19% | +2.1% |
| Q4 2019 | $3,136,000 | +36.3% | 42,074 | +34.0% | 1.17% | +27.1% |
| Q3 2019 | $2,300,000 | +6.9% | 31,387 | +6.0% | 0.92% | +8.8% |
| Q2 2019 | $2,151,000 | +0.9% | 29,617 | 0.0% | 0.84% | +8.2% |
| Q1 2019 | $2,132,000 | -17.2% | 29,617 | -23.3% | 0.78% | -25.9% |
| Q4 2018 | $2,575,000 | – | 38,631 | – | 1.05% | – |
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% |