ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 571 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $604,388 | -28.6% | 9,267 | -26.1% | 0.17% | -27.6% |
| Q2 2023 | $846,475 | +0.3% | 12,540 | +0.5% | 0.23% | -6.5% |
| Q1 2023 | $843,916 | +2.1% | 12,475 | -4.0% | 0.25% | -17.1% |
| Q4 2022 | $826,290 | +3.2% | 12,995 | -7.5% | 0.30% | -6.9% |
| Q3 2022 | $801,000 | -17.8% | 14,056 | -8.6% | 0.32% | -15.1% |
| Q2 2022 | $974,000 | -16.0% | 15,383 | -4.4% | 0.38% | -11.3% |
| Q1 2022 | $1,160,000 | -4.8% | 16,084 | -3.7% | 0.43% | -7.0% |
| Q4 2021 | $1,219,000 | +1.8% | 16,699 | +5.0% | 0.46% | -3.2% |
| Q3 2021 | $1,198,000 | +75.1% | 15,901 | +75.6% | 0.47% | +50.2% |
| Q2 2021 | $684,000 | +14.6% | 9,057 | +10.7% | 0.32% | +8.6% |
| Q1 2021 | $597,000 | +21.3% | 8,184 | +23.2% | 0.29% | +6.6% |
| Q4 2020 | $492,000 | +34.4% | 6,642 | +23.7% | 0.27% | +16.7% |
| Q3 2020 | $366,000 | +2.2% | 5,368 | -1.0% | 0.23% | -16.8% |
| Q2 2020 | $358,000 | -40.3% | 5,422 | -43.9% | 0.28% | -54.4% |
| Q1 2020 | $600,000 | -20.8% | 9,669 | -3.4% | 0.61% | +13.9% |
| Q4 2019 | $758,000 | +15.5% | 10,009 | +11.8% | 0.54% | +5.7% |
| Q3 2019 | $656,000 | +0.8% | 8,954 | -0.1% | 0.51% | -2.5% |
| Q2 2019 | $651,000 | +6.7% | 8,964 | +5.8% | 0.52% | +5.9% |
| Q1 2019 | $610,000 | +8.0% | 8,470 | 0.0% | 0.49% | -24.8% |
| Q4 2018 | $565,000 | – | 8,470 | – | 0.66% | – |
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% |