ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 546 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
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 | 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% |