ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 583 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $761,284 | -9.5% | 10,979 | -14.9% | 0.09% | -30.3% |
| Q3 2023 | $841,338 | -3.4% | 12,900 | 0.0% | 0.13% | -2.9% |
| Q2 2023 | $870,750 | -31.2% | 12,900 | -31.0% | 0.14% | -34.0% |
| Q1 2023 | $1,264,987 | +96169.9% | 18,699 | -9.5% | 0.21% | -1.0% |
| Q4 2022 | $1,314 | -99.9% | 20,672 | 0.0% | 0.21% | +4.5% |
| Q3 2022 | $1,179,000 | -20.0% | 20,672 | -11.2% | 0.20% | -16.0% |
| Q2 2022 | $1,474,000 | -15.5% | 23,287 | -3.7% | 0.24% | -3.7% |
| Q1 2022 | $1,745,000 | -7.1% | 24,192 | -1.1% | 0.25% | -26.1% |
| Q4 2021 | $1,878,000 | +1.0% | 24,462 | -0.8% | 0.33% | -2.1% |
| Q3 2021 | $1,859,000 | -28.3% | 24,665 | -30.5% | 0.34% | -22.6% |
| Q1 2021 | $2,592,000 | -0.5% | 35,502 | 0.0% | 0.44% | -6.4% |
| Q4 2020 | $2,606,000 | -7.9% | 35,502 | -14.5% | 0.47% | -13.8% |
| Q3 2020 | $2,829,000 | -7.7% | 41,529 | -10.5% | 0.54% | -15.5% |
| Q2 2020 | $3,065,000 | +5.3% | 46,404 | -1.2% | 0.64% | -4.2% |
| Q1 2020 | $2,912,000 | -27.7% | 46,948 | -13.1% | 0.67% | -8.9% |
| Q4 2019 | $4,028,000 | +1.2% | 54,043 | -0.5% | 0.74% | -8.8% |
| Q3 2019 | $3,982,000 | -28.4% | 54,332 | -29.1% | 0.81% | -27.7% |
| Q2 2019 | $5,564,000 | -87.8% | 76,609 | -87.9% | 1.12% | -87.0% |
| Q1 2019 | $45,468,000 | +42.8% | 631,491 | +32.2% | 8.64% | +22.9% |
| Q4 2018 | $31,836,000 | -4.3% | 477,670 | +4.5% | 7.03% | +3.0% |
| Q3 2018 | $33,282,000 | +5.4% | 457,127 | +3.0% | 6.83% | +0.3% |
| Q2 2018 | $31,564,000 | -2.2% | 443,756 | +1.3% | 6.80% | -5.9% |
| Q1 2018 | $32,268,000 | +29.6% | 437,899 | +28.3% | 7.23% | +26.6% |
| Q4 2017 | $24,903,000 | +2.8% | 341,288 | +0.1% | 5.71% | -0.5% |
| Q3 2017 | $24,227,000 | +5.0% | 340,950 | +2.3% | 5.74% | -1.2% |
| Q2 2017 | $23,068,000 | +5.2% | 333,169 | +0.3% | 5.80% | +88.2% |
| Q1 2017 | $21,927,000 | +10.6% | 332,217 | +2.6% | 3.08% | -40.6% |
| Q4 2016 | $19,831,000 | -7.7% | 323,943 | +2.0% | 5.19% | -15.6% |
| Q3 2016 | $21,487,000 | +6.4% | 317,716 | +4.4% | 6.16% | +3.0% |
| Q2 2016 | $20,203,000 | – | 304,366 | – | 5.98% | – |
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% |