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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $279,000 | -4.1% | 3,629 | -6.1% | 0.06% | -17.9% |
| Q3 2021 | $291,000 | -2.7% | 3,865 | -2.3% | 0.08% | -2.5% |
| Q2 2021 | $299,000 | -3.9% | 3,958 | -7.0% | 0.08% | -14.0% |
| Q1 2021 | $311,000 | -33.7% | 4,257 | -33.3% | 0.09% | -39.2% |
| Q4 2020 | $469,000 | -49.2% | 6,385 | -54.8% | 0.15% | -56.2% |
| Q3 2020 | $924,000 | -1.7% | 14,114 | -0.8% | 0.35% | -8.4% |
| Q2 2020 | $940,000 | +0.8% | 14,226 | -1.5% | 0.38% | -7.1% |
| Q1 2020 | $933,000 | -8.3% | 14,449 | +5.9% | 0.41% | +9.9% |
| Q4 2019 | $1,017,000 | – | 13,641 | – | 0.37% | – |
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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% |