ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 341 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 21.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $10,207 | +2.2% | 144 | 0.0% | 0.00% | – |
| Q4 2023 | $9,985 | +6.3% | 144 | 0.0% | 0.00% | – |
| Q3 2023 | $9,392 | +1.6% | 144 | +5.1% | 0.00% | – |
| Q2 2023 | $9,248 | -0.2% | 137 | 0.0% | 0.00% | – |
| Q1 2023 | $9,268 | +6.4% | 137 | 0.0% | 0.00% | – |
| Q4 2022 | $8,711 | +24.4% | 137 | +7.9% | 0.00% | – |
| Q3 2022 | $7,000 | -82.9% | 127 | -80.2% | 0.00% | -100.0% |
| Q2 2022 | $41,000 | -77.6% | 642 | -74.6% | 0.00% | -83.3% |
| Q1 2022 | $183,000 | +0.5% | 2,531 | +6.5% | 0.01% | 0.0% |
| Q4 2021 | $182,000 | -2.7% | 2,377 | -4.3% | 0.01% | 0.0% |
| Q3 2021 | $187,000 | -11.8% | 2,483 | -11.7% | 0.01% | -25.0% |
| Q2 2021 | $212,000 | +4.4% | 2,813 | +0.9% | 0.01% | -11.1% |
| Q1 2021 | $203,000 | -0.5% | 2,787 | +0.4% | 0.01% | -10.0% |
| Q4 2020 | $204,000 | +20.0% | 2,776 | +11.0% | 0.01% | +11.1% |
| Q3 2020 | $170,000 | +3.0% | 2,502 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $165,000 | +4.4% | 2,502 | -1.6% | 0.01% | -28.6% |
| Q1 2020 | $158,000 | -37.8% | 2,542 | -25.5% | 0.01% | -26.3% |
| Q4 2019 | $254,000 | +16.0% | 3,411 | +14.0% | 0.02% | +5.6% |
| Q3 2019 | $219,000 | +0.9% | 2,992 | 0.0% | 0.02% | -5.3% |
| Q2 2019 | $217,000 | -8.4% | 2,992 | -9.3% | 0.02% | -5.0% |
| Q1 2019 | $237,000 | -58.7% | 3,297 | -61.7% | 0.02% | -62.3% |
| Q4 2018 | $574,000 | +115.0% | 8,616 | +134.8% | 0.05% | +96.3% |
| Q3 2018 | $267,000 | -14.1% | 3,670 | -16.0% | 0.03% | -22.9% |
| Q2 2018 | $311,000 | -3.4% | 4,369 | 0.0% | 0.04% | -7.9% |
| Q1 2018 | $322,000 | -31.3% | 4,369 | -32.1% | 0.04% | -33.3% |
| Q4 2017 | $469,000 | +51.3% | 6,432 | +47.3% | 0.06% | +39.0% |
| Q3 2017 | $310,000 | -26.9% | 4,367 | -28.6% | 0.04% | -33.9% |
| Q2 2017 | $424,000 | -7.4% | 6,118 | -11.8% | 0.06% | -8.8% |
| Q1 2017 | $458,000 | +229.5% | 6,934 | +238.4% | 0.07% | +240.0% |
| Q3 2016 | $139,000 | – | 2,049 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shelter Ins Retirement Plan | 832,000 | $61,115,000 | 30.70% |
| O'Brien Wealth Partners LLC | 724,159 | $54,080,000 | 19.54% |
| Financial Advisors, LLC | 467,031 | $34,285,000 | 15.24% |
| Monterey Private Wealth, Inc. | 305,088 | $22,396,000 | 12.91% |
| Burt Wealth Advisors | 477,880 | $35,081,000 | 12.09% |
| Verde Capital Management | 330,515 | $24,263,000 | 12.07% |
| Peterson Wealth Advisors, LLC | 340,953 | $25,029,000 | 11.01% |
| Personal Wealth Partners | 289,880 | $21,280,000 | 9.95% |
| Merit Financial Group, LLC | 1,255,179 | $92,143,000 | 8.90% |
| JANICZEK WEALTH MANAGEMENT, LLC | 233,982 | $17,177,000 | 8.32% |