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 | $39,132 | -3.4% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $40,500 | -0.2% | 600 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $40,590 | +6.4% | 600 | 0.0% | 0.02% | +7.1% |
| Q4 2022 | $38,151 | -1.7% | 600 | -11.9% | 0.01% | -6.7% |
| Q3 2022 | $38,824 | -10.0% | 681 | 0.0% | 0.02% | -11.8% |
| Q2 2022 | $43,114 | -95.3% | 681 | -94.7% | 0.02% | -95.0% |
| Q1 2022 | $923,248 | +2906.5% | 12,798 | +3099.5% | 0.34% | +2515.4% |
| Q4 2021 | $30,708 | +1.9% | 400 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $30,136 | -0.3% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $30,216 | +3.5% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $29,196 | -0.6% | 400 | 0.0% | 0.01% | -6.7% |
| Q4 2020 | $29,364 | +7.7% | 400 | 0.0% | 0.02% | -6.2% |
| Q3 2020 | $27,252 | +3.1% | 400 | 0.0% | 0.02% | -11.1% |
| Q2 2020 | $26,424 | +6.5% | 400 | 0.0% | 0.02% | -21.7% |
| Q1 2020 | $24,820 | -16.8% | 400 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $29,816 | – | 400 | – | 0.02% | – |
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% |