ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 239 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,631 | -94.6% | 25 | -93.6% | 0.00% | -100.0% |
| Q2 2021 | $30,000 | +3.4% | 392 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $29,000 | 0.0% | 392 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $29,000 | +7.4% | 392 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $27,000 | +3.8% | 392 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $26,000 | -85.4% | 392 | -86.5% | 0.01% | -91.0% |
| Q4 2016 | $178,000 | -39.9% | 2,900 | -33.7% | 0.11% | -44.5% |
| Q3 2016 | $296,000 | +2.1% | 4,375 | 0.0% | 0.20% | -4.8% |
| Q2 2016 | $290,000 | +50.3% | 4,375 | +50.9% | 0.21% | +40.9% |
| Q1 2016 | $193,000 | – | 2,900 | – | 0.15% | – |
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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% |