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 | $8,348 | +168.9% | 128 | +178.3% | 0.00% | +200.0% |
| Q2 2023 | $3,105 | -0.2% | 46 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3,112 | +18.7% | 46 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,622 | -12.6% | 46 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | 0.0% | 46 | 0.0% | 0.00% | -50.0% |
| Q2 2022 | $3,000 | 0.0% | 46 | 0.0% | 0.00% | +100.0% |
| Q1 2022 | $3,000 | -25.0% | 46 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $4,000 | +33.3% | 46 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | -25.0% | 46 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | +33.3% | 46 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | 0.0% | 46 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $3,000 | – | 46 | – | 0.00% | – |
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% |