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 | $1,203 | -12.8% | 18,438 | -9.8% | 0.41% | -65.8% |
| Q2 2023 | $1,380 | -19.5% | 20,446 | -19.3% | 1.20% | +101.3% |
| Q1 2023 | $1,714 | -28.1% | 25,331 | -32.4% | 0.60% | -32.2% |
| Q4 2022 | $2,383 | -100.0% | 37,475 | -72.9% | 0.88% | -75.5% |
| Q3 2022 | $7,883,000 | -12.1% | 138,288 | -2.3% | 3.60% | -9.8% |
| Q2 2022 | $8,964,000 | -12.3% | 141,583 | -0.1% | 3.99% | -1.8% |
| Q1 2022 | $10,226,000 | -5.8% | 141,759 | +0.2% | 4.06% | -1.2% |
| Q4 2021 | $10,856,000 | +4.6% | 141,409 | +2.6% | 4.11% | -54.5% |
| Q3 2021 | $10,383,000 | +7.4% | 137,818 | +4.1% | 9.02% | +103.5% |
| Q1 2021 | $9,668,000 | -0.1% | 132,451 | +0.5% | 4.43% | -12.6% |
| Q4 2020 | $9,673,000 | +7.2% | 131,761 | -0.5% | 5.07% | -5.3% |
| Q3 2020 | $9,024,000 | +5.2% | 132,459 | +2.0% | 5.36% | -1.9% |
| Q2 2020 | $8,581,000 | +4.9% | 129,904 | -1.5% | 5.46% | -11.7% |
| Q1 2020 | $8,184,000 | -6.0% | 131,891 | +13.0% | 6.18% | +7.0% |
| Q4 2019 | $8,703,000 | +7.6% | 116,756 | +5.8% | 5.77% | -2.2% |
| Q3 2019 | $8,088,000 | +12.9% | 110,372 | +11.9% | 5.90% | +7.1% |
| Q2 2019 | $7,162,000 | +13.6% | 98,597 | +12.6% | 5.51% | +5.4% |
| Q1 2019 | $6,303,000 | +26.2% | 87,544 | +16.8% | 5.23% | +7.6% |
| Q4 2018 | $4,996,000 | – | 74,953 | – | 4.86% | – |
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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% |