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 | $285,703 | -17.2% | 4,381 | -14.2% | 0.01% | -15.4% |
| Q2 2023 | $344,884 | -0.5% | 5,109 | -0.3% | 0.01% | 0.0% |
| Q1 2023 | $346,504 | +103026.2% | 5,122 | -3.0% | 0.01% | -31.6% |
| Q4 2022 | $336 | -99.9% | 5,281 | -3.7% | 0.02% | 0.0% |
| Q3 2022 | $313,000 | -80.7% | 5,482 | -78.5% | 0.02% | -71.6% |
| Q2 2022 | $1,618,000 | -29.3% | 25,550 | -19.5% | 0.07% | +9.8% |
| Q1 2022 | $2,290,000 | -3.5% | 31,745 | +2.7% | 0.06% | +15.1% |
| Q4 2021 | $2,373,000 | +9.3% | 30,907 | +7.2% | 0.05% | -8.6% |
| Q3 2021 | $2,171,000 | -16.4% | 28,819 | -21.6% | 0.06% | -17.1% |
| Q2 2021 | $2,597,000 | -7.1% | 36,762 | -2.7% | 0.07% | -5.4% |
| Q1 2021 | $2,796,000 | – | 37,768 | – | 0.07% | – |
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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% |