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 | $1,086 | -28.2% | 16,658 | -25.7% | 0.26% | -28.5% |
| Q2 2023 | $1,512 | -8.2% | 22,405 | -7.9% | 0.36% | -14.3% |
| Q1 2023 | $1,647 | -81.2% | 24,340 | -82.4% | 0.43% | -82.1% |
| Q4 2022 | $8,769 | -99.9% | 137,913 | -39.8% | 2.38% | -39.7% |
| Q3 2022 | $13,063,000 | -13.1% | 229,127 | -3.5% | 3.94% | -7.3% |
| Q2 2022 | $15,026,000 | +103.9% | 237,342 | +132.3% | 4.25% | +94.3% |
| Q1 2022 | $7,371,000 | -6.6% | 102,179 | -0.6% | 2.19% | +2.9% |
| Q4 2021 | $7,892,000 | +1.6% | 102,800 | -0.3% | 2.12% | -3.3% |
| Q3 2021 | $7,770,000 | -24.3% | 103,135 | -24.1% | 2.20% | -20.6% |
| Q2 2021 | $10,265,000 | -9.7% | 135,894 | -12.7% | 2.77% | -19.4% |
| Q1 2021 | $11,368,000 | -5.7% | 155,749 | -5.1% | 3.43% | -14.0% |
| Q4 2020 | $12,053,000 | +5.1% | 164,193 | -2.4% | 3.99% | -13.8% |
| Q3 2020 | $11,467,000 | +20.4% | 168,304 | +16.7% | 4.63% | +11.1% |
| Q2 2020 | $9,527,000 | -13.5% | 144,218 | -18.7% | 4.17% | -13.3% |
| Q1 2020 | $11,013,000 | – | 177,485 | – | 4.81% | – |
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% |