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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,167,613 | -7.1% | 109,899 | -3.9% | 1.04% | -5.0% |
Q2 2023 | $7,719,445 | +0.5% | 114,362 | +0.8% | 1.10% | -6.0% |
Q1 2023 | $7,677,952 | +3.2% | 113,495 | -3.0% | 1.17% | -3.5% |
Q4 2022 | $7,442,272 | -23.9% | 117,044 | -31.8% | 1.21% | -35.2% |
Q3 2022 | $9,786,000 | -18.6% | 171,646 | -9.6% | 1.87% | -15.5% |
Q2 2022 | $12,027,000 | -7.6% | 189,969 | +5.3% | 2.21% | +1.7% |
Q1 2022 | $13,011,000 | -0.9% | 180,358 | +5.4% | 2.17% | -12.9% |
Q4 2021 | $13,132,000 | +6.3% | 171,060 | +4.4% | 2.50% | -4.5% |
Q3 2021 | $12,348,000 | +2.9% | 163,896 | +3.2% | 2.61% | -0.1% |
Q2 2021 | $12,002,000 | +6.4% | 158,881 | +2.8% | 2.62% | -4.0% |
Q1 2021 | $11,276,000 | +1.9% | 154,486 | +2.5% | 2.72% | +147.9% |
Q4 2020 | $11,068,000 | +15.9% | 150,774 | +7.6% | 1.10% | -1.1% |
Q3 2020 | $9,547,000 | +5.4% | 140,125 | +2.2% | 1.11% | +10.5% |
Q2 2020 | $9,060,000 | +15.1% | 137,144 | +8.1% | 1.00% | -6.3% |
Q1 2020 | $7,869,000 | – | 126,815 | – | 1.07% | – |
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% |