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 2018 | $257,000 | +10.3% | 3,534 | +7.7% | 0.00% | – |
Q2 2018 | $233,000 | -2.9% | 3,280 | +0.8% | 0.00% | – |
Q1 2018 | $240,000 | +17.1% | 3,255 | +16.0% | 0.00% | – |
Q4 2017 | $205,000 | -2.8% | 2,805 | -11.7% | 0.00% | – |
Q2 2016 | $211,000 | -4.1% | 3,177 | -4.0% | 0.00% | – |
Q1 2016 | $220,000 | +6.8% | 3,308 | +4.2% | 0.00% | – |
Q4 2015 | $206,000 | -1.9% | 3,176 | -11.2% | 0.00% | – |
Q3 2015 | $210,000 | -3.7% | 3,577 | -3.6% | 0.00% | – |
Q2 2015 | $218,000 | -3.5% | 3,712 | -3.8% | 0.00% | – |
Q1 2015 | $226,000 | -50.1% | 3,857 | -50.1% | 0.00% | -100.0% |
Q4 2014 | $453,000 | +97.8% | 7,722 | +98.2% | 0.00% | – |
Q3 2014 | $229,000 | – | 3,897 | – | 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% |