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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $478,391 | -3.8% | 7,335 | -0.4% | 0.29% | +0.3% |
| Q2 2023 | $497,144 | -8.2% | 7,365 | -8.0% | 0.29% | -14.6% |
| Q1 2023 | $541,337 | +6.2% | 8,002 | -0.2% | 0.34% | -0.6% |
| Q4 2022 | $509,697 | +7.8% | 8,016 | -3.4% | 0.34% | +1.8% |
| Q3 2022 | $473,000 | -10.4% | 8,299 | -0.4% | 0.34% | -7.7% |
| Q2 2022 | $528,000 | -12.1% | 8,329 | 0.0% | 0.37% | +2.5% |
| Q1 2022 | $601,000 | -5.1% | 8,329 | +1.0% | 0.36% | -8.5% |
| Q4 2021 | $633,000 | +3.8% | 8,248 | +1.8% | 0.39% | -12.0% |
| Q3 2021 | $610,000 | -1.8% | 8,102 | -1.5% | 0.44% | -2.6% |
| Q2 2021 | $621,000 | +1.3% | 8,224 | -2.0% | 0.46% | -11.3% |
| Q1 2021 | $613,000 | -1.1% | 8,394 | -0.5% | 0.51% | -1.5% |
| Q4 2020 | $620,000 | – | 8,440 | – | 0.52% | – |
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% |