ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,739 | -3.4% | 134 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $9,045 | -0.2% | 134 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $9,065 | +6.4% | 134 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $8,520 | -29.0% | 134 | -36.8% | 0.01% | -30.0% |
Q3 2022 | $12,000 | -90.3% | 212 | -89.1% | 0.01% | -89.8% |
Q2 2022 | $124,000 | -12.1% | 1,952 | 0.0% | 0.10% | +6.5% |
Q1 2022 | $141,000 | -6.6% | 1,952 | -0.8% | 0.09% | -1.1% |
Q4 2021 | $151,000 | +9.4% | 1,968 | +7.3% | 0.09% | +1.1% |
Q3 2021 | $138,000 | -0.7% | 1,834 | -0.5% | 0.09% | +1.1% |
Q2 2021 | $139,000 | -12.0% | 1,843 | -14.9% | 0.09% | -20.9% |
Q1 2021 | $158,000 | -16.4% | 2,165 | -15.9% | 0.12% | -25.8% |
Q4 2020 | $189,000 | +7.4% | 2,574 | -0.3% | 0.16% | -4.3% |
Q3 2020 | $176,000 | -52.4% | 2,583 | -53.9% | 0.16% | -52.1% |
Q2 2020 | $370,000 | +2366.7% | 5,608 | +2236.7% | 0.34% | +2012.5% |
Q1 2020 | $15,000 | +15.4% | 240 | +33.3% | 0.02% | +33.3% |
Q4 2019 | $13,000 | -7.1% | 180 | -2.7% | 0.01% | -14.3% |
Q3 2019 | $14,000 | +55.6% | 185 | +48.0% | 0.01% | +55.6% |
Q2 2019 | $9,000 | 0.0% | 125 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $9,000 | +12.5% | 125 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $8,000 | -11.1% | 125 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $9,000 | -57.1% | 125 | -57.6% | 0.01% | -52.6% |
Q2 2018 | $21,000 | -93.0% | 295 | -92.8% | 0.02% | -93.1% |
Q1 2018 | $300,000 | -41.9% | 4,070 | -42.5% | 0.27% | -38.4% |
Q4 2017 | $516,000 | – | 7,075 | – | 0.44% | – |
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% |