ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 561 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $278,000 | -56.4% | 4,400 | -50.3% | 0.02% | -52.5% |
| Q1 2022 | $638,000 | -9.1% | 8,850 | -3.3% | 0.04% | -11.1% |
| Q4 2021 | $702,000 | +1.9% | 9,150 | 0.0% | 0.04% | -4.3% |
| Q3 2021 | $689,000 | -1.3% | 9,150 | -1.1% | 0.05% | -2.1% |
| Q2 2021 | $698,000 | -17.3% | 9,250 | -20.1% | 0.05% | +60.0% |
| Q1 2021 | $844,000 | -7.3% | 11,575 | -6.7% | 0.03% | -18.9% |
| Q4 2020 | $910,000 | +6.4% | 12,400 | -1.2% | 0.04% | -7.5% |
| Q3 2020 | $855,000 | +4.0% | 12,550 | +0.8% | 0.04% | 0.0% |
| Q2 2020 | $822,000 | -23.0% | 12,450 | -27.7% | 0.04% | -36.5% |
| Q1 2020 | $1,068,000 | +4.8% | 17,225 | +26.0% | 0.06% | +26.0% |
| Q4 2019 | $1,019,000 | +1.7% | 13,675 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $1,002,000 | +1.1% | 13,675 | +0.2% | 0.05% | 0.0% |
| Q2 2019 | $991,000 | -9.1% | 13,650 | -9.9% | 0.05% | -13.8% |
| Q1 2019 | $1,090,000 | -45.7% | 15,150 | -49.7% | 0.06% | -51.3% |
| Q4 2018 | $2,006,000 | +351.8% | 30,100 | +393.4% | 0.12% | +376.0% |
| Q3 2018 | $444,000 | +5.0% | 6,100 | +2.5% | 0.02% | 0.0% |
| Q2 2018 | $423,000 | -4.3% | 5,950 | -0.8% | 0.02% | -10.7% |
| Q1 2018 | $442,000 | +12.2% | 6,000 | +11.1% | 0.03% | +16.7% |
| Q4 2017 | $394,000 | +5.6% | 5,400 | +2.9% | 0.02% | +4.3% |
| Q3 2017 | $373,000 | -6.8% | 5,250 | -9.1% | 0.02% | -11.5% |
| Q2 2017 | $400,000 | +5.0% | 5,775 | 0.0% | 0.03% | -3.7% |
| Q1 2017 | $381,000 | +51.8% | 5,775 | +40.9% | 0.03% | +42.1% |
| Q4 2016 | $251,000 | -3.1% | 4,100 | +7.2% | 0.02% | -5.0% |
| Q3 2016 | $259,000 | – | 3,825 | – | 0.02% | – |
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% |