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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,489,886 | +5.9% | 22,844 | +9.6% | 0.19% | +3.8% |
| Q2 2023 | $1,406,902 | +2.7% | 20,843 | +3.0% | 0.19% | -6.1% |
| Q1 2023 | $1,369,439 | +77.2% | 20,243 | +66.6% | 0.20% | +62.3% |
| Q4 2022 | $772,685 | +63.4% | 12,152 | +46.6% | 0.12% | +45.2% |
| Q3 2022 | $473,000 | -23.6% | 8,289 | -15.2% | 0.08% | -30.6% |
| Q2 2022 | $619,000 | -40.3% | 9,771 | -32.0% | 0.12% | -34.2% |
| Q1 2022 | $1,036,000 | +0.1% | 14,359 | +6.5% | 0.18% | -1.1% |
| Q4 2021 | $1,035,000 | +6.8% | 13,484 | +4.8% | 0.19% | -4.6% |
| Q3 2021 | $969,000 | -41.5% | 12,865 | -41.3% | 0.20% | -40.7% |
| Q2 2021 | $1,657,000 | +0.7% | 21,933 | -2.8% | 0.33% | -13.2% |
| Q1 2021 | $1,646,000 | -36.6% | 22,557 | -36.2% | 0.38% | -39.1% |
| Q4 2020 | $2,597,000 | -1.5% | 35,381 | -8.6% | 0.62% | -26.0% |
| Q3 2020 | $2,637,000 | +65.1% | 38,705 | +60.1% | 0.84% | +62.5% |
| Q2 2020 | $1,597,000 | +147.2% | 24,171 | +132.1% | 0.52% | +115.4% |
| Q1 2020 | $646,000 | -73.1% | 10,416 | -67.6% | 0.24% | -70.4% |
| Q4 2019 | $2,398,000 | +81.7% | 32,170 | +78.6% | 0.81% | +92.6% |
| Q3 2019 | $1,320,000 | – | 18,014 | – | 0.42% | – |
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% |