ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 562 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,435 | -5.8% | 22,009 | -2.5% | 0.23% | +17.4% |
| Q2 2023 | $1,523 | -0.5% | 22,567 | -0.2% | 0.20% | -29.9% |
| Q1 2023 | $1,530 | +2.2% | 22,613 | -4.0% | 0.28% | -18.2% |
| Q4 2022 | $1,497 | -100.0% | 23,549 | -98.7% | 0.34% | -58.4% |
| Q3 2022 | $3,554,000 | +46.5% | 1,806,431 | +4613.5% | 0.82% | +120.2% |
| Q2 2022 | $2,426,000 | +3223.3% | 38,325 | -99.1% | 0.37% | +16.7% |
| Q1 2022 | $73,000 | -98.3% | 4,239,434 | +7150.2% | 0.32% | -44.5% |
| Q4 2021 | $4,264,000 | -17.9% | 58,473 | -15.2% | 0.57% | -19.5% |
| Q3 2021 | $5,193,000 | -21.6% | 68,933 | -23.6% | 0.71% | -32.6% |
| Q4 2020 | $6,626,000 | – | 90,257 | – | 1.06% | – |
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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% |