ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 413 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $206,671 | -54.7% | 3,055 | -57.6% | 0.00% | -100.0% |
| Q2 2022 | $456,000 | -39.4% | 7,200 | -30.9% | 0.00% | 0.0% |
| Q1 2022 | $752,000 | -55.5% | 10,425 | -52.7% | 0.00% | -50.0% |
| Q4 2021 | $1,691,000 | +8.5% | 22,025 | +6.4% | 0.00% | 0.0% |
| Q3 2021 | $1,559,000 | -11.7% | 20,695 | -11.4% | 0.00% | -33.3% |
| Q2 2021 | $1,765,000 | +0.9% | 23,370 | -2.5% | 0.00% | 0.0% |
| Q1 2021 | $1,750,000 | -8.0% | 23,970 | -7.5% | 0.00% | 0.0% |
| Q4 2020 | $1,903,000 | -38.6% | 25,920 | -43.0% | 0.00% | -50.0% |
| Q3 2020 | $3,101,000 | -25.6% | 45,509 | -27.8% | 0.01% | -40.0% |
| Q2 2020 | $4,167,000 | +743.5% | 63,073 | +691.4% | 0.01% | +400.0% |
| Q1 2020 | $494,000 | -12.1% | 7,970 | +5.8% | 0.00% | +100.0% |
| Q4 2019 | $562,000 | -11.5% | 7,535 | -13.1% | 0.00% | -50.0% |
| Q3 2019 | $635,000 | +0.8% | 8,670 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $630,000 | -10.9% | 8,670 | -11.7% | 0.00% | 0.0% |
| Q1 2019 | $707,000 | -60.7% | 9,820 | -63.6% | 0.00% | -66.7% |
| Q4 2018 | $1,801,000 | +7.3% | 27,011 | +17.2% | 0.01% | +20.0% |
| Q3 2018 | $1,678,000 | +0.5% | 23,040 | -1.9% | 0.01% | 0.0% |
| Q2 2018 | $1,670,000 | -11.1% | 23,476 | -7.9% | 0.01% | -16.7% |
| Q1 2018 | $1,879,000 | -2.6% | 25,500 | -3.5% | 0.01% | 0.0% |
| Q4 2017 | $1,929,000 | +2.7% | 26,430 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $1,878,000 | -22.4% | 26,430 | -24.3% | 0.01% | -14.3% |
| Q2 2017 | $2,419,000 | +30.0% | 34,931 | +23.9% | 0.01% | +16.7% |
| Q1 2017 | $1,861,000 | +7.4% | 28,200 | -0.4% | 0.01% | 0.0% |
| Q4 2016 | $1,733,000 | +48.2% | 28,310 | +63.7% | 0.01% | +50.0% |
| Q3 2016 | $1,169,000 | +1.8% | 17,290 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $1,148,000 | – | 17,290 | – | 0.00% | – |
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% |