ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 561 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $137,000 | -91.0% | 1,815 | -91.3% | 0.00% | -100.0% |
| Q1 2021 | $1,516,000 | +1401.0% | 20,769 | +1403.9% | 0.00% | – |
| Q4 2020 | $101,000 | +7.4% | 1,381 | 0.0% | 0.00% | – |
| Q3 2020 | $94,000 | -42.7% | 1,381 | -44.3% | 0.00% | – |
| Q2 2020 | $164,000 | +10.8% | 2,481 | +4.2% | 0.00% | – |
| Q1 2020 | $148,000 | -6.3% | 2,382 | +12.5% | 0.00% | – |
| Q4 2019 | $158,000 | +17.0% | 2,117 | +15.1% | 0.00% | – |
| Q3 2019 | $135,000 | -46.6% | 1,839 | -47.2% | 0.00% | – |
| Q2 2019 | $253,000 | +256.3% | 3,482 | +248.2% | 0.00% | – |
| Q2 2018 | $71,000 | -4.1% | 1,000 | 0.0% | 0.00% | – |
| Q1 2018 | $74,000 | +1.4% | 1,000 | 0.0% | 0.00% | – |
| Q4 2017 | $73,000 | +2.8% | 1,000 | 0.0% | 0.00% | – |
| Q3 2017 | $71,000 | +2.9% | 1,000 | 0.0% | 0.00% | – |
| Q2 2017 | $69,000 | +4.5% | 1,000 | 0.0% | 0.00% | – |
| Q1 2017 | $66,000 | +8.2% | 1,000 | 0.0% | 0.00% | – |
| Q4 2016 | $61,000 | -10.3% | 1,000 | 0.0% | 0.00% | – |
| Q3 2016 | $68,000 | +3.0% | 1,000 | 0.0% | 0.00% | – |
| Q2 2016 | $66,000 | – | 1,000 | – | 0.00% | – |
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% |