ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 530 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $114,085 | -20.3% | 1,749 | -17.5% | 0.01% | -16.7% |
| Q2 2023 | $143,149 | +5.0% | 2,121 | +5.2% | 0.01% | 0.0% |
| Q1 2023 | $136,383 | +775.5% | 2,016 | +722.9% | 0.01% | +500.0% |
| Q4 2022 | $15,578 | +11.3% | 245 | +0.8% | 0.00% | +100.0% |
| Q3 2022 | $14,000 | -84.9% | 243 | -83.5% | 0.00% | -88.9% |
| Q2 2022 | $93,000 | -38.4% | 1,477 | -29.4% | 0.01% | 0.0% |
| Q1 2022 | $151,000 | +79.8% | 2,093 | +91.7% | 0.01% | +80.0% |
| Q4 2021 | $84,000 | -56.5% | 1,092 | -57.3% | 0.01% | -61.5% |
| Q3 2021 | $193,000 | +12.2% | 2,558 | +12.2% | 0.01% | +18.2% |
| Q2 2021 | $172,000 | +4.9% | 2,279 | +1.3% | 0.01% | -8.3% |
| Q1 2021 | $164,000 | -0.6% | 2,250 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $165,000 | +13.0% | 2,250 | +4.7% | 0.01% | 0.0% |
| Q3 2020 | $146,000 | +0.7% | 2,150 | -2.1% | 0.01% | +8.3% |
| Q2 2020 | $145,000 | +7.4% | 2,195 | +1.1% | 0.01% | 0.0% |
| Q1 2020 | $135,000 | -44.7% | 2,172 | -33.7% | 0.01% | -42.9% |
| Q4 2019 | $244,000 | +11.9% | 3,278 | +10.2% | 0.02% | +5.0% |
| Q3 2019 | $218,000 | +10.1% | 2,974 | +9.0% | 0.02% | -9.1% |
| Q2 2019 | $198,000 | +73.7% | 2,729 | +72.8% | 0.02% | +57.1% |
| Q1 2019 | $114,000 | -8.8% | 1,579 | -16.0% | 0.01% | -17.6% |
| Q4 2018 | $125,000 | -7.4% | 1,879 | +1.0% | 0.02% | 0.0% |
| Q3 2018 | $135,000 | +14.4% | 1,861 | +11.9% | 0.02% | +6.2% |
| Q2 2018 | $118,000 | -2.5% | 1,663 | +1.7% | 0.02% | -5.9% |
| Q1 2018 | $121,000 | +1.7% | 1,636 | 0.0% | 0.02% | -5.6% |
| Q4 2017 | $119,000 | – | 1,636 | – | 0.02% | – |
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% |