ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 561 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $215 | -20.4% | 3,183 | -24.9% | 0.10% | -3.1% |
Q4 2022 | $270 | -100.0% | 4,239 | -70.2% | 0.10% | -69.1% |
Q1 2022 | $1,025,000 | +116.7% | 14,205 | +130.5% | 0.32% | +272.9% |
Q4 2021 | $473,000 | -39.4% | 6,162 | -42.3% | 0.08% | -58.1% |
Q1 2021 | $780,000 | +78.1% | 10,686 | +79.2% | 0.20% | +91.5% |
Q4 2020 | $438,000 | +3.8% | 5,964 | +5.2% | 0.11% | -35.0% |
Q4 2019 | $422,000 | -72.1% | 5,668 | -72.5% | 0.16% | -81.9% |
Q3 2019 | $1,512,000 | +37.3% | 20,638 | +36.2% | 0.90% | +45.9% |
Q2 2019 | $1,101,000 | -13.6% | 15,154 | -14.3% | 0.62% | -55.3% |
Q1 2019 | $1,274,000 | +17.4% | 17,691 | +8.7% | 1.39% | +20.6% |
Q4 2018 | $1,085,000 | -29.6% | 16,277 | -23.1% | 1.15% | +60.0% |
Q3 2018 | $1,542,000 | -11.7% | 21,172 | -13.8% | 0.72% | -25.3% |
Q2 2018 | $1,746,000 | +139.2% | 24,549 | +147.6% | 0.96% | +47.2% |
Q1 2018 | $730,000 | – | 9,913 | – | 0.65% | – |
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% |