ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 518 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $523,576 | -11.6% | 8,028 | -8.5% | 0.06% | -9.0% |
| Q2 2023 | $592,276 | +19.2% | 8,774 | +19.4% | 0.07% | +28.8% |
| Q1 2023 | $496,996 | +104310.9% | 7,347 | -1.9% | 0.05% | +4.0% |
| Q4 2022 | $476 | -99.9% | 7,489 | -14.5% | 0.05% | -16.7% |
| Q3 2022 | $500,000 | -19.0% | 8,763 | -10.1% | 0.06% | -13.0% |
| Q2 2022 | $617,000 | -68.7% | 9,744 | -62.9% | 0.07% | -28.1% |
| Q1 2022 | $1,969,000 | +61.5% | 26,268 | +65.5% | 0.10% | -20.7% |
| Q4 2021 | $1,219,000 | +6.2% | 15,876 | +4.2% | 0.12% | -7.6% |
| Q3 2021 | $1,148,000 | +36.0% | 15,240 | +31.7% | 0.13% | +7.4% |
| Q2 2021 | $844,000 | 0.0% | 11,569 | 0.0% | 0.12% | -19.2% |
| Q1 2021 | $844,000 | -45.0% | 11,569 | -44.6% | 0.15% | -50.3% |
| Q4 2020 | $1,534,000 | +28.5% | 20,898 | +19.2% | 0.30% | +3.8% |
| Q3 2020 | $1,194,000 | +26.8% | 17,526 | +22.9% | 0.29% | +1.0% |
| Q2 2020 | $942,000 | +87.6% | 14,258 | +76.2% | 0.29% | +62.0% |
| Q1 2020 | $502,000 | +64.1% | 8,093 | +97.1% | 0.18% | +113.1% |
| Q4 2019 | $306,000 | -79.6% | 4,105 | -79.8% | 0.08% | -71.4% |
| Q1 2018 | $1,500,000 | +13.1% | 20,352 | +6.3% | 0.29% | +5.0% |
| Q2 2017 | $1,326,000 | +28.6% | 19,146 | +22.6% | 0.28% | +18.1% |
| Q1 2017 | $1,031,000 | -63.4% | 15,620 | -69.7% | 0.24% | -60.8% |
| Q4 2016 | $2,817,000 | -36.4% | 51,620 | -28.0% | 0.60% | -42.7% |
| Q3 2016 | $4,428,000 | +84.3% | 71,725 | +68.3% | 1.05% | +81.4% |
| Q2 2016 | $2,403,000 | +26.4% | 42,630 | +19.4% | 0.58% | +23.4% |
| Q1 2016 | $1,901,000 | – | 35,700 | – | 0.47% | – |
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% |