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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shelter Ins Retirement Plan | 832,000 | $61,115,000 | 30.70% |
| O'Brien Wealth Partners LLC | 724,159 | $54,080,000 | 19.54% |
| Financial Advisors, LLC | 467,031 | $34,285,000 | 15.24% |
| Monterey Private Wealth, Inc. | 305,088 | $22,396,000 | 12.91% |
| Burt Wealth Advisors | 477,880 | $35,081,000 | 12.09% |
| Verde Capital Management | 330,515 | $24,263,000 | 12.07% |
| Peterson Wealth Advisors, LLC | 340,953 | $25,029,000 | 11.01% |
| Personal Wealth Partners | 289,880 | $21,280,000 | 9.95% |
| Merit Financial Group, LLC | 1,255,179 | $92,143,000 | 8.90% |
| JANICZEK WEALTH MANAGEMENT, LLC | 233,982 | $17,177,000 | 8.32% |