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 | $414,017 | -11.2% | 6,348 | -8.1% | 0.06% | -14.5% |
| Q2 2023 | $466,088 | -5.3% | 6,905 | -5.1% | 0.08% | -12.6% |
| Q1 2023 | $492,086 | -9.0% | 7,274 | -14.5% | 0.09% | -15.5% |
| Q4 2022 | $540,663 | +3.8% | 8,503 | -7.0% | 0.10% | -11.2% |
| Q3 2022 | $521,000 | -14.2% | 9,142 | -4.6% | 0.12% | -14.7% |
| Q2 2022 | $607,000 | -12.8% | 9,582 | -2.8% | 0.14% | -11.1% |
| Q1 2022 | $696,000 | -8.2% | 9,853 | -0.2% | 0.15% | -10.0% |
| Q4 2021 | $758,000 | – | 9,868 | – | 0.17% | – |
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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% |