ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 562 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,601,255 | -8.9% | 55,412 | -5.7% | 0.93% | -5.7% |
| Q2 2023 | $3,955,034 | -3.5% | 58,776 | -0.1% | 0.98% | -8.7% |
| Q1 2023 | $4,097,400 | +0.9% | 58,812 | -3.5% | 1.08% | -1.9% |
| Q4 2022 | $4,059,495 | +1.4% | 60,963 | -10.6% | 1.10% | -10.9% |
| Q3 2022 | $4,002,000 | -15.6% | 68,185 | -5.2% | 1.23% | -10.5% |
| Q2 2022 | $4,742,000 | -17.8% | 71,940 | -13.6% | 1.37% | -10.3% |
| Q1 2022 | $5,767,000 | -10.8% | 83,236 | -2.7% | 1.53% | -9.7% |
| Q4 2021 | $6,466,000 | -1.1% | 85,558 | -0.7% | 1.70% | -5.7% |
| Q3 2021 | $6,541,000 | -0.4% | 86,121 | +0.2% | 1.80% | -4.4% |
| Q2 2021 | $6,567,000 | -0.8% | 85,922 | -3.8% | 1.88% | -12.6% |
| Q1 2021 | $6,617,000 | -1.6% | 89,359 | -1.8% | 2.15% | -5.9% |
| Q4 2020 | $6,723,000 | +4.4% | 90,958 | -6.4% | 2.29% | -11.5% |
| Q3 2020 | $6,440,000 | -0.3% | 97,161 | +1.6% | 2.58% | -0.7% |
| Q2 2020 | $6,461,000 | +8.2% | 95,634 | +2.0% | 2.60% | -12.7% |
| Q1 2020 | $5,972,000 | -14.6% | 93,783 | +0.4% | 2.98% | -4.1% |
| Q4 2019 | $6,993,000 | +2.2% | 93,379 | +2.9% | 3.11% | -6.9% |
| Q3 2019 | $6,842,000 | – | 90,719 | – | 3.34% | – |
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% |