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 2022 | $213,000 | -11.2% | 3,366 | +1.2% | 0.05% | +3.9% |
| Q1 2022 | $240,000 | -40.4% | 3,326 | -36.6% | 0.05% | -56.0% |
| Q4 2021 | $403,000 | -22.6% | 5,246 | -24.2% | 0.12% | -24.2% |
| Q3 2021 | $521,000 | +5.5% | 6,920 | +5.7% | 0.15% | -5.6% |
| Q2 2021 | $494,000 | +4.0% | 6,546 | +0.6% | 0.16% | +31.7% |
| Q1 2021 | $475,000 | +47.5% | 6,507 | +48.3% | 0.12% | -22.2% |
| Q4 2020 | $322,000 | -33.6% | 4,387 | -38.4% | 0.16% | +25.4% |
| Q3 2020 | $485,000 | – | 7,117 | – | 0.13% | – |
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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% |