ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 571 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 | $1,139,000 | -9.8% | 15,117 | -9.6% | 0.57% | +16.6% |
Q2 2021 | $1,263,000 | -15.5% | 16,715 | -18.4% | 0.49% | -13.3% |
Q1 2021 | $1,495,000 | +7.4% | 20,483 | +8.0% | 0.56% | +8.5% |
Q4 2020 | $1,392,000 | +6.6% | 18,964 | -1.1% | 0.52% | +1.0% |
Q3 2020 | $1,306,000 | +7.9% | 19,172 | +4.7% | 0.51% | +1.2% |
Q2 2020 | $1,210,000 | +9.5% | 18,315 | +2.9% | 0.51% | -13.8% |
Q1 2020 | $1,105,000 | -2.4% | 17,805 | +0.0% | 0.59% | +8.9% |
Q4 2019 | $1,132,000 | – | 17,798 | – | 0.54% | – |
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% |