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 2023 | $281,799 | -3.4% | 4,321 | 0.0% | 0.03% | -3.0% |
| Q2 2023 | $291,650 | -3.7% | 4,321 | -3.4% | 0.03% | -8.3% |
| Q1 2023 | $302,750 | +6.4% | 4,475 | 0.0% | 0.04% | -5.3% |
| Q4 2022 | $284,558 | +10.3% | 4,475 | -1.2% | 0.04% | 0.0% |
| Q3 2022 | $258,000 | -9.5% | 4,531 | +0.8% | 0.04% | -9.5% |
| Q2 2022 | $285,000 | -11.2% | 4,497 | +1.0% | 0.04% | +2.4% |
| Q1 2022 | $321,000 | -17.9% | 4,452 | -12.6% | 0.04% | -21.2% |
| Q4 2021 | $391,000 | -19.0% | 5,092 | -20.6% | 0.05% | -40.2% |
| Q3 2021 | $483,000 | -0.2% | 6,410 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $484,000 | -3.4% | 6,410 | -6.7% | 0.09% | -19.3% |
| Q1 2021 | $501,000 | -2.5% | 6,869 | -1.9% | 0.11% | +21.1% |
| Q4 2020 | $514,000 | – | 7,004 | – | 0.09% | – |
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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% |