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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,251,000 | -17.4% | 16,301 | -18.9% | 0.02% | -23.8% |
| Q3 2021 | $1,515,000 | +5.3% | 20,106 | +5.6% | 0.02% | +10.5% |
| Q2 2021 | $1,439,000 | -51.2% | 19,046 | -52.9% | 0.02% | -53.7% |
| Q1 2021 | $2,951,000 | -82.1% | 40,435 | -82.0% | 0.04% | -83.1% |
| Q4 2020 | $16,466,000 | -46.7% | 224,296 | -50.6% | 0.24% | -53.2% |
| Q3 2020 | $30,921,000 | -18.1% | 453,850 | -20.6% | 0.52% | -21.9% |
| Q2 2020 | $37,748,000 | -35.0% | 571,423 | -39.0% | 0.66% | -44.6% |
| Q1 2020 | $58,116,000 | -13.6% | 936,598 | +3.8% | 1.19% | +15.6% |
| Q4 2019 | $67,257,000 | – | 902,301 | – | 1.03% | – |
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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% |