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 | $3,477,558 | -3.2% | 53,320 | +0.1% | 0.01% | -47.4% |
| Q2 2023 | $3,594,323 | -76.2% | 53,249 | -76.1% | 0.02% | -40.6% |
| Q1 2023 | $15,086,965 | +4.3% | 223,015 | -1.9% | 0.03% | 0.0% |
| Q4 2022 | $14,461,200 | +104.9% | 227,431 | +83.7% | 0.03% | +77.8% |
| Q3 2022 | $7,057,000 | -17.5% | 123,784 | -8.3% | 0.02% | -18.2% |
| Q2 2022 | $8,549,000 | +37.3% | 135,039 | +56.4% | 0.02% | +69.2% |
| Q1 2022 | $6,228,000 | +4.8% | 86,335 | +11.5% | 0.01% | 0.0% |
| Q4 2021 | $5,943,000 | +8.9% | 77,418 | +6.9% | 0.01% | 0.0% |
| Q3 2021 | $5,458,000 | +20.8% | 72,445 | +21.2% | 0.01% | +8.3% |
| Q2 2021 | $4,517,000 | -26.5% | 59,790 | -29.0% | 0.01% | -40.0% |
| Q1 2021 | $6,148,000 | -31.8% | 84,229 | -31.4% | 0.02% | -31.0% |
| Q4 2020 | $9,017,000 | +3.1% | 122,833 | -4.3% | 0.03% | -14.7% |
| Q3 2020 | $8,744,000 | +1.6% | 128,348 | -1.5% | 0.03% | -12.8% |
| Q2 2020 | $8,608,000 | -22.0% | 130,310 | -26.7% | 0.04% | -37.1% |
| Q1 2020 | $11,032,000 | -30.1% | 177,794 | -16.1% | 0.06% | -13.9% |
| Q4 2019 | $15,788,000 | +6.1% | 211,804 | +4.3% | 0.07% | -7.7% |
| Q3 2019 | $14,878,000 | +204.6% | 203,025 | +201.9% | 0.08% | +188.9% |
| Q2 2019 | $4,884,000 | +2.3% | 67,238 | +1.4% | 0.03% | +8.0% |
| Q1 2019 | $4,774,000 | +11.2% | 66,312 | +3.0% | 0.02% | -3.8% |
| Q4 2018 | $4,292,000 | -24.0% | 64,381 | -17.0% | 0.03% | -7.1% |
| Q3 2018 | $5,650,000 | – | 77,595 | – | 0.03% | – |
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% |