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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $887,298 | -0.6% | 13,116 | -6.6% | 0.03% | -21.2% |
| Q4 2022 | $893,051 | -38.6% | 14,045 | -38.9% | 0.03% | -45.0% |
| Q2 2022 | $1,454,000 | -27.5% | 22,971 | -17.4% | 0.06% | -16.7% |
| Q1 2022 | $2,005,000 | -14.4% | 27,799 | -8.9% | 0.07% | -15.3% |
| Q4 2021 | $2,343,000 | -8.9% | 30,520 | -10.6% | 0.08% | -15.8% |
| Q3 2021 | $2,573,000 | -22.4% | 34,157 | -22.1% | 0.10% | -25.7% |
| Q2 2021 | $3,314,000 | -31.5% | 43,866 | -33.8% | 0.14% | -40.6% |
| Q1 2021 | $4,837,000 | -74.9% | 66,270 | -74.7% | 0.23% | -75.7% |
| Q4 2020 | $19,244,000 | +26.4% | 262,137 | +17.3% | 0.94% | +9.9% |
| Q3 2020 | $15,227,000 | +20.8% | 223,502 | +17.1% | 0.86% | +11.7% |
| Q2 2020 | $12,605,000 | +2431.1% | 190,807 | +2402.7% | 0.77% | +676.8% |
| Q2 2015 | $498,000 | – | 7,624 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shelter Ins Retirement Plan | 832,000 | $61,115,000 | 30.70% |
| O'Brien Wealth Partners LLC | 724,159 | $54,080,000 | 19.54% |
| Financial Advisors, LLC | 467,031 | $34,285,000 | 15.24% |
| Monterey Private Wealth, Inc. | 305,088 | $22,396,000 | 12.91% |
| Burt Wealth Advisors | 477,880 | $35,081,000 | 12.09% |
| Verde Capital Management | 330,515 | $24,263,000 | 12.07% |
| Peterson Wealth Advisors, LLC | 340,953 | $25,029,000 | 11.01% |
| Personal Wealth Partners | 289,880 | $21,280,000 | 9.95% |
| Merit Financial Group, LLC | 1,255,179 | $92,143,000 | 8.90% |
| JANICZEK WEALTH MANAGEMENT, LLC | 233,982 | $17,177,000 | 8.32% |