ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 529 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $280,426 | +7.9% | 4,410 | -3.4% | 0.01% | -13.3% |
Q3 2022 | $260,000 | -13.3% | 4,565 | -3.2% | 0.02% | -44.4% |
Q2 2022 | $300,000 | -74.1% | 4,718 | -70.6% | 0.03% | -58.5% |
Q1 2022 | $1,157,000 | -68.0% | 16,039 | -65.9% | 0.06% | -78.8% |
Q4 2021 | $3,614,000 | +8.5% | 47,072 | +3.2% | 0.31% | +15.0% |
Q1 2021 | $3,330,000 | -4.7% | 45,620 | -4.2% | 0.27% | -17.6% |
Q4 2020 | $3,494,000 | – | 47,597 | – | 0.32% | – |
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% |