ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 562 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $125,223 | -3.4% | 1,920 | 0.0% | 0.03% | -6.5% |
Q2 2023 | $129,600 | +2.1% | 1,920 | +2.3% | 0.03% | -8.8% |
Q1 2023 | $126,980 | +6.4% | 1,877 | 0.0% | 0.03% | 0.0% |
Q4 2022 | $119,349 | +57.0% | 1,877 | +40.2% | 0.03% | +41.7% |
Q3 2022 | $76,000 | -41.5% | 1,339 | -34.7% | 0.02% | -40.0% |
Q2 2022 | $130,000 | +120.3% | 2,049 | +149.9% | 0.04% | +150.0% |
Q1 2022 | $59,000 | -50.0% | 820 | -46.5% | 0.02% | -44.8% |
Q4 2021 | $118,000 | +87.3% | 1,533 | +82.1% | 0.03% | +52.6% |
Q3 2021 | $63,000 | +1.6% | 842 | +2.7% | 0.02% | +5.6% |
Q2 2021 | $62,000 | +8.8% | 820 | +5.0% | 0.02% | +5.9% |
Q1 2021 | $57,000 | 0.0% | 781 | 0.0% | 0.02% | -5.6% |
Q4 2020 | $57,000 | +7.5% | 781 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $53,000 | +10.4% | 781 | +7.4% | 0.02% | +12.5% |
Q2 2020 | $48,000 | -56.8% | 727 | -59.5% | 0.02% | -61.9% |
Q1 2020 | $111,000 | -28.4% | 1,793 | -13.8% | 0.04% | -6.7% |
Q4 2019 | $155,000 | +2.0% | 2,079 | 0.0% | 0.04% | -8.2% |
Q3 2019 | $152,000 | +5.6% | 2,079 | +4.7% | 0.05% | +4.3% |
Q2 2019 | $144,000 | +0.7% | 1,986 | 0.0% | 0.05% | -2.1% |
Q1 2019 | $143,000 | +8.3% | 1,986 | 0.0% | 0.05% | +2.1% |
Q4 2018 | $132,000 | -9.0% | 1,986 | 0.0% | 0.05% | -6.0% |
Q3 2018 | $145,000 | +2.8% | 1,986 | 0.0% | 0.05% | -3.8% |
Q2 2018 | $141,000 | -3.4% | 1,986 | 0.0% | 0.05% | -5.5% |
Q1 2018 | $146,000 | +0.7% | 1,986 | 0.0% | 0.06% | +3.8% |
Q4 2017 | $145,000 | +2.8% | 1,986 | 0.0% | 0.05% | -3.6% |
Q3 2017 | $141,000 | +2.2% | 1,986 | 0.0% | 0.06% | -3.5% |
Q2 2017 | $138,000 | +97.1% | 1,986 | +86.3% | 0.06% | +90.0% |
Q1 2017 | $70,000 | +7.7% | 1,066 | 0.0% | 0.03% | +7.1% |
Q4 2016 | $65,000 | -59.9% | 1,066 | -55.6% | 0.03% | -62.2% |
Q3 2016 | $162,000 | +11.0% | 2,399 | +8.9% | 0.07% | +4.2% |
Q2 2016 | $146,000 | 0.0% | 2,202 | 0.0% | 0.07% | -4.1% |
Q1 2016 | $146,000 | +97.3% | 2,202 | +93.8% | 0.07% | +100.0% |
Q4 2015 | $74,000 | – | 1,136 | – | 0.04% | – |
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% |