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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $634,917 | -3.0% | 9,735 | +0.4% | 0.01% | 0.0% |
| Q2 2023 | $654,750 | -0.2% | 9,700 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $656,205 | +5.3% | 9,700 | -1.0% | 0.01% | 0.0% |
| Q4 2022 | $622,942 | +11.4% | 9,797 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $559,000 | +132.9% | 9,797 | +158.0% | 0.01% | +140.0% |
| Q2 2022 | $240,000 | -18.9% | 3,797 | -7.3% | 0.01% | 0.0% |
| Q1 2022 | $296,000 | +34.5% | 4,097 | +42.8% | 0.01% | +66.7% |
| Q4 2021 | $220,000 | +1.9% | 2,869 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $216,000 | +0.5% | 2,869 | +1.0% | 0.00% | 0.0% |
| Q2 2021 | $215,000 | -26.9% | 2,842 | -29.9% | 0.00% | -57.1% |
| Q2 2019 | $294,000 | +3.9% | 4,054 | +3.2% | 0.01% | 0.0% |
| Q1 2019 | $283,000 | +9.3% | 3,929 | +1.0% | 0.01% | 0.0% |
| Q4 2018 | $259,000 | -36.2% | 3,889 | -30.2% | 0.01% | -30.0% |
| Q3 2018 | $406,000 | +2.5% | 5,572 | 0.0% | 0.01% | -16.7% |
| Q2 2018 | $396,000 | – | 5,572 | – | 0.01% | – |
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% |