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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $799,000 | -3.5% | 10,413 | -5.2% | 0.10% | -20.2% |
| Q3 2021 | $828,000 | -7.7% | 10,986 | -7.5% | 0.12% | -10.5% |
| Q2 2021 | $897,000 | -10.7% | 11,874 | -13.6% | 0.13% | -26.1% |
| Q1 2021 | $1,004,000 | -16.3% | 13,749 | -15.8% | 0.18% | -31.8% |
| Q4 2020 | $1,199,000 | +11.2% | 16,336 | +3.2% | 0.26% | -23.9% |
| Q3 2020 | $1,078,000 | +2.8% | 15,829 | -0.3% | 0.35% | -12.8% |
| Q2 2020 | $1,049,000 | +27.9% | 15,877 | +20.3% | 0.40% | -8.5% |
| Q1 2020 | $820,000 | -48.7% | 13,202 | -38.5% | 0.44% | -33.3% |
| Q4 2019 | $1,599,000 | – | 21,454 | – | 0.65% | – |
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% |