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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $683,000 | -17.4% | 9,461 | -12.1% | 0.10% | -18.8% |
Q4 2021 | $827,000 | +10.6% | 10,769 | +8.4% | 0.12% | +0.9% |
Q3 2021 | $748,000 | -0.9% | 9,931 | -0.7% | 0.12% | -3.3% |
Q2 2021 | $755,000 | -80.8% | 9,996 | -81.5% | 0.12% | -83.3% |
Q1 2021 | $3,938,000 | -29.1% | 53,946 | -28.7% | 0.72% | -30.2% |
Q4 2020 | $5,555,000 | -9.0% | 75,672 | -15.5% | 1.03% | -28.2% |
Q3 2020 | $6,103,000 | -6.0% | 89,572 | -8.9% | 1.43% | -14.8% |
Q2 2020 | $6,495,000 | +4.6% | 98,325 | -1.7% | 1.68% | -12.7% |
Q1 2020 | $6,210,000 | +33.7% | 100,074 | +60.7% | 1.93% | +115.7% |
Q4 2019 | $4,643,000 | – | 62,291 | – | 0.89% | – |
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% |