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 | $543,935 | -7.3% | 8,340 | -4.0% | 0.41% | +231.2% |
| Q2 2023 | $586,643 | -6.2% | 8,691 | -6.0% | 0.12% | +5.0% |
| Q1 2023 | $625,695 | -75.9% | 9,249 | -77.3% | 0.12% | -77.4% |
| Q4 2022 | $2,595,412 | +13.6% | 40,818 | +1.8% | 0.53% | +8.7% |
| Q3 2022 | $2,285,000 | +2.4% | 40,094 | +13.7% | 0.48% | +2.1% |
| Q2 2022 | $2,232,000 | -3.6% | 35,262 | +9.8% | 0.48% | +12.8% |
| Q1 2022 | $2,316,000 | +153.1% | 32,109 | +169.4% | 0.42% | +131.3% |
| Q4 2021 | $915,000 | – | 11,920 | – | 0.18% | – |
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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% |