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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,059,090 | +6.4% | 15,274 | +0.1% | 0.15% | +9.7% |
| Q3 2023 | $995,670 | +17.3% | 15,266 | +21.4% | 0.13% | +9.8% |
| Q2 2023 | $849,105 | +16.8% | 12,579 | +17.1% | 0.12% | +6.1% |
| Q1 2023 | $726,779 | +1.5% | 10,743 | -4.6% | 0.12% | -8.7% |
| Q4 2022 | $715,855 | +35.1% | 11,258 | +21.0% | 0.13% | -5.3% |
| Q3 2022 | $530,000 | -10.0% | 9,305 | 0.0% | 0.13% | -19.9% |
| Q2 2022 | $589,000 | -18.3% | 9,305 | -7.0% | 0.17% | -7.8% |
| Q1 2022 | $721,000 | -20.8% | 10,000 | -15.6% | 0.18% | -24.1% |
| Q4 2021 | $910,000 | +21.5% | 11,852 | +19.3% | 0.24% | -3.3% |
| Q3 2021 | $749,000 | +22.4% | 9,935 | +22.6% | 0.24% | +26.9% |
| Q2 2021 | $612,000 | -3.5% | 8,106 | -6.6% | 0.19% | -15.4% |
| Q1 2021 | $634,000 | -55.8% | 8,681 | -55.6% | 0.23% | -60.3% |
| Q4 2020 | $1,435,000 | – | 19,549 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 642,608 | $47,913,000 | 34.23% |
| Shelter Ins Retirement Plan | 810,200 | $60,384,000 | 31.52% |
| HILLTOP WEALTH ADVISORS, LLC | 370,050 | $27,584,000 | 28.61% |
| CXI Advisors | 138,241 | $10,304,000 | 23.10% |
| Monterey Private Wealth, Inc. | 315,024 | $23,482,000 | 18.84% |
| Financial Advisors, LLC | 418,046 | $31,161,000 | 17.66% |
| Legacy Financial Advisors, Inc. | 575,665 | $42,910,000 | 13.57% |
| Burt Wealth Advisors | 454,371 | $33,869,000 | 13.22% |
| Peterson Wealth Advisors, LLC | 303,176 | $22,599,000 | 12.92% |
| Cardinal Strategic Wealth Guidance | 197,893 | $14,749,000 | 12.68% |