ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 340 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 21.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $15,948 | +6.3% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $15,001 | -3.4% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $15,525 | -0.2% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $15,560 | -42.8% | 230 | -46.3% | 0.00% | -50.0% |
| Q4 2022 | $27,214 | +13.4% | 428 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $24,000 | -11.1% | 428 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $27,000 | +58.8% | 428 | +86.1% | 0.00% | +100.0% |
| Q1 2022 | $17,000 | -5.6% | 230 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $18,000 | +5.9% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $17,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $17,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $17,000 | +6.2% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | +6.7% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $15,000 | +7.1% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $14,000 | -17.6% | 230 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $17,000 | 0.0% | 230 | 0.0% | 0.00% | -33.3% |
| Q3 2019 | $17,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $17,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $17,000 | +13.3% | 230 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $15,000 | -11.8% | 230 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $17,000 | +6.2% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $16,000 | – | 230 | – | 0.00% | – |
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% |