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 2023 | $2,202,055 | -10.5% | 32,551 | -15.8% | 1.62% | +0.8% |
| Q4 2022 | $2,459,449 | +14.5% | 38,680 | +2.7% | 1.61% | -3.3% |
| Q3 2022 | $2,148,000 | -6.6% | 37,673 | +3.7% | 1.66% | +0.9% |
| Q2 2022 | $2,299,000 | -12.9% | 36,321 | -0.7% | 1.64% | -7.4% |
| Q1 2022 | $2,640,000 | -64.7% | 36,589 | -62.5% | 1.78% | -66.6% |
| Q4 2021 | $7,489,000 | -11.5% | 97,556 | -13.1% | 5.32% | -2.2% |
| Q3 2021 | $8,462,000 | +2.4% | 112,315 | +2.7% | 5.44% | +2.7% |
| Q2 2021 | $8,264,000 | +7.0% | 109,403 | +3.4% | 5.30% | +6.1% |
| Q1 2021 | $7,722,000 | +9.9% | 105,801 | +10.5% | 4.99% | +13.1% |
| Q4 2020 | $7,026,000 | +29.5% | 95,714 | +20.2% | 4.41% | -15.5% |
| Q3 2020 | $5,425,000 | +8.1% | 79,631 | +4.8% | 5.22% | +7.1% |
| Q2 2020 | $5,018,000 | +89.6% | 75,955 | +78.1% | 4.88% | +62.1% |
| Q1 2020 | $2,646,000 | – | 42,646 | – | 3.01% | – |
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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% |