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 | $574,734 | -21.7% | 8,812 | -19.0% | 0.05% | -14.5% |
Q2 2023 | $734,349 | +0.9% | 10,879 | +1.1% | 0.06% | -3.1% |
Q1 2023 | $727,773 | +24.8% | 10,758 | +23.0% | 0.06% | +25.5% |
Q4 2022 | $583,306 | +17.1% | 8,744 | +0.0% | 0.05% | 0.0% |
Q3 2022 | $498,000 | +4.0% | 8,742 | +15.3% | 0.05% | +8.5% |
Q2 2022 | $479,000 | -12.3% | 7,579 | +0.1% | 0.05% | 0.0% |
Q1 2022 | $546,000 | -5.2% | 7,575 | +0.9% | 0.05% | -4.1% |
Q4 2021 | $576,000 | +1.9% | 7,505 | +0.0% | 0.05% | -3.9% |
Q3 2021 | $565,000 | +2.4% | 7,503 | +2.7% | 0.05% | 0.0% |
Q2 2021 | $552,000 | +47.6% | 7,308 | +42.5% | 0.05% | +37.8% |
Q1 2021 | $374,000 | +13.0% | 5,127 | +13.4% | 0.04% | -26.0% |
Q4 2020 | $331,000 | -21.6% | 4,521 | -27.0% | 0.05% | 0.0% |
Q3 2020 | $422,000 | -99.9% | 6,197 | +0.6% | 0.05% | -2.0% |
Q2 2020 | $407,118,000 | +104022.3% | 6,162 | -2.3% | 0.05% | -13.6% |
Q1 2020 | $391,000 | -18.9% | 6,309 | -2.5% | 0.06% | -4.8% |
Q4 2019 | $482,000 | +2.6% | 6,469 | +0.1% | 0.06% | -4.6% |
Q3 2019 | $470,000 | +34.7% | 6,465 | +34.4% | 0.06% | +32.7% |
Q2 2019 | $349,000 | +7.1% | 4,809 | +6.2% | 0.05% | +2.1% |
Q1 2019 | $326,000 | – | 4,530 | – | 0.05% | – |
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% |