ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,337,797 | -42.3% | 51,178 | -40.3% | 0.12% | -39.8% |
| Q2 2023 | $5,785,729 | +2.0% | 85,715 | +2.2% | 0.19% | -3.0% |
| Q1 2023 | $5,672,419 | +1735.7% | 83,850 | +1922.4% | 0.20% | +994.4% |
| Q4 2019 | $309,000 | +3.3% | 4,146 | +1.5% | 0.02% | -5.3% |
| Q3 2019 | $299,000 | +0.7% | 4,086 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $297,000 | +2.1% | 4,086 | +1.2% | 0.02% | 0.0% |
| Q1 2019 | $291,000 | +8.2% | 4,037 | 0.0% | 0.02% | +5.6% |
| Q4 2018 | $269,000 | -27.7% | 4,037 | -21.0% | 0.02% | -21.7% |
| Q3 2018 | $372,000 | +2.5% | 5,109 | 0.0% | 0.02% | -20.7% |
| Q2 2018 | $363,000 | -2.7% | 5,109 | +1.0% | 0.03% | -3.3% |
| Q1 2018 | $373,000 | +19.9% | 5,057 | +18.8% | 0.03% | +20.0% |
| Q4 2017 | $311,000 | +3.3% | 4,256 | +0.3% | 0.02% | 0.0% |
| Q3 2017 | $301,000 | -93.9% | 4,242 | -94.0% | 0.02% | -94.2% |
| Q2 2017 | $4,931,000 | +60.4% | 71,215 | +56.7% | 0.43% | +50.9% |
| Q3 2016 | $3,075,000 | +1.9% | 45,454 | 0.0% | 0.29% | -8.6% |
| Q2 2016 | $3,018,000 | -0.2% | 45,454 | -0.1% | 0.31% | -14.2% |
| Q1 2016 | $3,023,000 | -23.7% | 45,495 | -25.5% | 0.37% | -6.4% |
| Q4 2015 | $3,962,000 | +585.5% | 61,080 | +559.6% | 0.39% | +376.8% |
| Q3 2015 | $578,000 | – | 9,260 | – | 0.08% | – |
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% |