ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 529 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $13,342,388 | +5.8% | 197,665 | +6.1% | 3.37% | -1.7% |
Q1 2023 | $12,606,780 | +24.2% | 186,353 | +16.7% | 3.43% | +33.1% |
Q4 2022 | $10,150,000 | +26.4% | 159,635 | +13.4% | 2.57% | +24.3% |
Q3 2022 | $8,028,000 | -5.1% | 140,823 | +5.4% | 2.07% | +1.9% |
Q2 2022 | $8,457,000 | -6.3% | 133,586 | +6.7% | 2.03% | +26.2% |
Q1 2022 | $9,028,000 | +30.0% | 125,145 | +38.1% | 1.61% | +12.6% |
Q4 2021 | $6,944,000 | +31.3% | 90,646 | +29.2% | 1.43% | +12.5% |
Q3 2021 | $5,287,000 | +7.7% | 70,170 | +8.0% | 1.27% | -1.8% |
Q2 2021 | $4,910,000 | +18.8% | 64,993 | +14.7% | 1.30% | +0.6% |
Q1 2021 | $4,134,000 | +15.0% | 56,643 | +15.7% | 1.29% | +14.6% |
Q4 2020 | $3,594,000 | +8.4% | 48,954 | +0.6% | 1.12% | -8.5% |
Q3 2020 | $3,315,000 | -76.0% | 48,661 | -76.8% | 1.23% | -79.9% |
Q2 2020 | $13,839,000 | -34.5% | 209,493 | -38.5% | 6.12% | -42.4% |
Q1 2020 | $21,140,000 | +65.4% | 340,698 | +98.7% | 10.63% | -2.7% |
Q4 2019 | $12,782,000 | – | 171,485 | – | 10.92% | – |
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% |