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 | $19,045 | -88.9% | 292 | -88.6% | 0.00% | -88.9% |
| Q2 2023 | $172,261 | +1397.8% | 2,552 | +1401.2% | 0.01% | +800.0% |
| Q1 2023 | $11,501 | +72.3% | 170 | +61.9% | 0.00% | – |
| Q4 2022 | $6,676 | +11.3% | 105 | 0.0% | 0.00% | – |
| Q3 2022 | $6,000 | -14.3% | 105 | 0.0% | 0.00% | – |
| Q2 2022 | $7,000 | -12.5% | 105 | 0.0% | 0.00% | – |
| Q1 2022 | $8,000 | -61.9% | 105 | -60.8% | 0.00% | -100.0% |
| Q4 2021 | $21,000 | +5.0% | 268 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $20,000 | 0.0% | 268 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $20,000 | +150.0% | 268 | +155.2% | 0.00% | – |
| Q1 2021 | $8,000 | 0.0% | 105 | 0.0% | 0.00% | – |
| Q4 2020 | $8,000 | +14.3% | 105 | 0.0% | 0.00% | – |
| Q3 2020 | $7,000 | -68.2% | 105 | -68.1% | 0.00% | -100.0% |
| Q2 2020 | $22,000 | +10.0% | 329 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $20,000 | -35.5% | 329 | -25.6% | 0.00% | -33.3% |
| Q2 2017 | $31,000 | -57.5% | 442 | -60.3% | 0.00% | -57.1% |
| Q1 2017 | $73,000 | -18.9% | 1,112 | -24.1% | 0.01% | -22.2% |
| Q4 2016 | $90,000 | -20.4% | 1,466 | -12.0% | 0.01% | -25.0% |
| Q3 2016 | $113,000 | +1.8% | 1,666 | 0.0% | 0.01% | -7.7% |
| Q2 2016 | $111,000 | 0.0% | 1,666 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $111,000 | +42.3% | 1,666 | +39.3% | 0.01% | +44.4% |
| Q4 2015 | $78,000 | +4.0% | 1,196 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $75,000 | – | 1,196 | – | 0.01% | – |
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% |