ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 530 filers reported holding ISHARES TR in Q3 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 | $780,619 | +94750.4% | 11,969 | -1.8% | 0.03% | -2.9% |
| Q2 2023 | $823 | -5.7% | 12,193 | -5.5% | 0.04% | -7.9% |
| Q1 2023 | $873 | +2.2% | 12,904 | -3.9% | 0.04% | 0.0% |
| Q4 2022 | $854 | -99.9% | 13,424 | -2.3% | 0.04% | -28.3% |
| Q3 2022 | $783,000 | -17.1% | 13,740 | -7.8% | 0.05% | +26.2% |
| Q2 2022 | $944,000 | -14.0% | 14,909 | -2.0% | 0.04% | 0.0% |
| Q1 2022 | $1,098,000 | -9.4% | 15,218 | -3.6% | 0.04% | -4.5% |
| Q4 2021 | $1,212,000 | -2.9% | 15,786 | -4.7% | 0.04% | -8.3% |
| Q3 2021 | $1,248,000 | -3.5% | 16,569 | -3.2% | 0.05% | 0.0% |
| Q2 2021 | $1,293,000 | +2.0% | 17,118 | -1.4% | 0.05% | -4.0% |
| Q1 2021 | $1,268,000 | -9.3% | 17,362 | -15.4% | 0.05% | -23.1% |
| Q3 2020 | $1,398,000 | -3.9% | 20,530 | -6.8% | 0.06% | -9.7% |
| Q2 2020 | $1,455,000 | -0.5% | 22,029 | -6.6% | 0.07% | -15.3% |
| Q1 2020 | $1,463,000 | -59.4% | 23,586 | -51.2% | 0.08% | -48.5% |
| Q4 2019 | $3,603,000 | +12.9% | 48,334 | +11.0% | 0.16% | +3.8% |
| Q3 2019 | $3,192,000 | -21.9% | 43,561 | -22.6% | 0.16% | -20.1% |
| Q2 2019 | $4,089,000 | -18.8% | 56,289 | -19.5% | 0.20% | -20.7% |
| Q1 2019 | $5,035,000 | – | 69,939 | – | 0.25% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 642,608 | $47,913,000 | 34.23% |
| Shelter Ins Retirement Plan | 810,200 | $60,384,000 | 31.52% |
| HILLTOP WEALTH ADVISORS, LLC | 370,050 | $27,584,000 | 28.61% |
| CXI Advisors | 138,241 | $10,304,000 | 23.10% |
| Monterey Private Wealth, Inc. | 315,024 | $23,482,000 | 18.84% |
| Financial Advisors, LLC | 418,046 | $31,161,000 | 17.66% |
| Legacy Financial Advisors, Inc. | 575,665 | $42,910,000 | 13.57% |
| Burt Wealth Advisors | 454,371 | $33,869,000 | 13.22% |
| Peterson Wealth Advisors, LLC | 303,176 | $22,599,000 | 12.92% |
| Cardinal Strategic Wealth Guidance | 197,893 | $14,749,000 | 12.68% |