ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 428 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $195,854 | -3.4% | 3,003 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $202,702 | +86.0% | 3,003 | +86.4% | 0.01% | +75.0% |
Q1 2023 | $108,983 | +6.4% | 1,611 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $102,427 | +11.3% | 1,611 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $92,000 | -9.8% | 1,611 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $102,000 | -12.1% | 1,611 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $116,000 | -6.5% | 1,611 | 0.0% | 0.00% | -20.0% |
Q4 2021 | $124,000 | +2.5% | 1,611 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $121,000 | -0.8% | 1,611 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $122,000 | +3.4% | 1,611 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $118,000 | -20.8% | 1,611 | -20.6% | 0.01% | -28.6% |
Q4 2020 | $149,000 | +8.0% | 2,030 | 0.0% | 0.01% | -12.5% |
Q3 2020 | $138,000 | -20.7% | 2,030 | -23.0% | 0.01% | -27.3% |
Q2 2020 | $174,000 | -13.9% | 2,636 | -18.9% | 0.01% | -31.2% |
Q1 2020 | $202,000 | -40.8% | 3,252 | -29.0% | 0.02% | -27.3% |
Q4 2019 | $341,000 | -9.1% | 4,579 | -10.5% | 0.02% | -15.4% |
Q3 2019 | $375,000 | +0.8% | 5,119 | 0.0% | 0.03% | 0.0% |
Q2 2019 | $372,000 | +0.8% | 5,119 | 0.0% | 0.03% | -3.7% |
Q1 2019 | $369,000 | +8.2% | 5,119 | 0.0% | 0.03% | -3.6% |
Q4 2018 | $341,000 | +26.3% | 5,119 | +37.8% | 0.03% | +40.0% |
Q3 2018 | $270,000 | +2.3% | 3,715 | 0.0% | 0.02% | -4.8% |
Q2 2018 | $264,000 | -3.6% | 3,715 | 0.0% | 0.02% | -4.5% |
Q1 2018 | $274,000 | -8.7% | 3,715 | -9.7% | 0.02% | -15.4% |
Q4 2017 | $300,000 | +2.7% | 4,115 | 0.0% | 0.03% | -3.7% |
Q3 2017 | $292,000 | +2.5% | 4,115 | 0.0% | 0.03% | -3.6% |
Q2 2017 | $285,000 | +1.1% | 4,115 | -3.7% | 0.03% | 0.0% |
Q1 2017 | $282,000 | +7.6% | 4,275 | -0.0% | 0.03% | 0.0% |
Q4 2016 | $262,000 | -62.6% | 4,276 | -58.8% | 0.03% | -65.0% |
Q3 2016 | $701,000 | +1.9% | 10,367 | 0.0% | 0.08% | +1.3% |
Q2 2016 | $688,000 | -7.7% | 10,367 | -7.5% | 0.08% | -9.2% |
Q1 2016 | $745,000 | +2.5% | 11,212 | 0.0% | 0.09% | +2.4% |
Q4 2015 | $727,000 | -32.9% | 11,212 | -35.5% | 0.08% | -36.1% |
Q3 2015 | $1,084,000 | -4.3% | 17,373 | +0.1% | 0.13% | +5.6% |
Q2 2015 | $1,133,000 | +65.6% | 17,357 | +67.2% | 0.13% | +65.8% |
Q1 2015 | $684,000 | +14.0% | 10,382 | +6.8% | 0.08% | +13.4% |
Q4 2014 | $600,000 | +8471.4% | 9,717 | +7673.6% | 0.07% | +6600.0% |
Q2 2013 | $7,000 | – | 125 | – | 0.00% | – |
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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% |