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 2017 | $233,000 | -78.6% | 3,193 | -79.1% | 0.00% | -87.5% |
| Q3 2017 | $1,088,000 | +2.6% | 15,311 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $1,060,000 | +0.3% | 15,311 | -4.4% | 0.01% | 0.0% |
| Q1 2017 | $1,057,000 | -24.4% | 16,016 | -29.8% | 0.01% | -27.3% |
| Q4 2016 | $1,398,000 | -34.5% | 22,830 | -27.6% | 0.01% | -26.7% |
| Q3 2016 | $2,134,000 | +32.5% | 31,550 | +30.1% | 0.02% | +36.4% |
| Q2 2016 | $1,610,000 | +1.3% | 24,255 | +1.3% | 0.01% | 0.0% |
| Q1 2016 | $1,590,000 | +106.8% | 23,935 | +101.8% | 0.01% | +120.0% |
| Q4 2015 | $769,000 | +17.8% | 11,862 | +13.3% | 0.01% | 0.0% |
| Q3 2015 | $653,000 | – | 10,467 | – | 0.01% | – |
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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% |