ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 574 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 2021 | $276,000 | -1.8% | 3,612 | -1.0% | 0.18% | +4.1% |
Q2 2021 | $281,000 | +2.6% | 3,649 | 0.0% | 0.17% | -1.2% |
Q1 2021 | $274,000 | -24.1% | 3,649 | -25.8% | 0.17% | -31.9% |
Q4 2020 | $361,000 | -55.1% | 4,915 | -58.4% | 0.25% | -55.7% |
Q3 2020 | $804,000 | -76.3% | 11,804 | -77.0% | 0.57% | -79.8% |
Q2 2020 | $3,398,000 | +14.7% | 51,433 | +7.7% | 2.80% | +2.0% |
Q1 2020 | $2,963,000 | – | 47,753 | – | 2.75% | – |
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% |