ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 530 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,923,960 | -8.5% | 136,829 | -5.3% | 0.01% | -7.7% |
| Q2 2023 | $9,752,504 | -4.0% | 144,482 | -3.8% | 0.01% | -13.3% |
| Q1 2023 | $10,157,989 | +2.2% | 150,155 | -4.0% | 0.02% | 0.0% |
| Q4 2022 | $9,943,754 | +7.4% | 156,385 | -3.7% | 0.02% | -6.2% |
| Q3 2022 | $9,255,000 | -21.1% | 162,334 | -12.3% | 0.02% | -15.8% |
| Q2 2022 | $11,725,000 | -6.6% | 185,203 | +6.5% | 0.02% | 0.0% |
| Q1 2022 | $12,547,000 | -7.7% | 173,931 | -1.8% | 0.02% | -13.6% |
| Q4 2021 | $13,594,000 | -0.3% | 177,080 | -2.1% | 0.02% | -8.3% |
| Q3 2021 | $13,634,000 | -0.7% | 180,961 | -0.5% | 0.02% | 0.0% |
| Q2 2021 | $13,735,000 | -2.2% | 181,823 | -5.6% | 0.02% | -14.3% |
| Q1 2021 | $14,051,000 | -5.7% | 192,508 | -5.2% | 0.03% | -15.2% |
| Q4 2020 | $14,903,000 | -9.1% | 203,012 | -15.6% | 0.03% | -23.3% |
| Q3 2020 | $16,393,000 | +1709.4% | 240,617 | +1654.0% | 0.04% | +1333.3% |
| Q2 2020 | $906,000 | -8.9% | 13,718 | -14.4% | 0.00% | -25.0% |
| Q1 2020 | $995,000 | -30.9% | 16,035 | -17.0% | 0.00% | 0.0% |
| Q4 2019 | $1,440,000 | -1.3% | 19,315 | -3.0% | 0.00% | -20.0% |
| Q3 2019 | $1,459,000 | +12.2% | 19,906 | +11.2% | 0.01% | +25.0% |
| Q2 2019 | $1,300,000 | +13.5% | 17,895 | +12.5% | 0.00% | 0.0% |
| Q1 2019 | $1,145,000 | +38.5% | 15,904 | +28.2% | 0.00% | +33.3% |
| Q4 2018 | $827,000 | -12.7% | 12,404 | -4.6% | 0.00% | -25.0% |
| Q3 2018 | $947,000 | +11.7% | 13,008 | +9.2% | 0.00% | +33.3% |
| Q2 2018 | $848,000 | -1.4% | 11,915 | +2.1% | 0.00% | -25.0% |
| Q1 2018 | $860,000 | +60.4% | 11,674 | +58.9% | 0.00% | +100.0% |
| Q4 2017 | $536,000 | +16.8% | 7,345 | +13.6% | 0.00% | 0.0% |
| Q3 2017 | $459,000 | -0.2% | 6,464 | -2.7% | 0.00% | 0.0% |
| Q2 2017 | $460,000 | -12.4% | 6,644 | -16.5% | 0.00% | -33.3% |
| Q1 2017 | $525,000 | +66.1% | 7,959 | +54.3% | 0.00% | +50.0% |
| Q4 2016 | $316,000 | -49.9% | 5,159 | -44.7% | 0.00% | -50.0% |
| Q3 2016 | $631,000 | +28.0% | 9,325 | +25.5% | 0.00% | 0.0% |
| Q2 2016 | $493,000 | +848.1% | 7,431 | +844.2% | 0.00% | – |
| Q1 2016 | $52,000 | -26.8% | 787 | -27.8% | 0.00% | -100.0% |
| Q4 2015 | $71,000 | +73.2% | 1,090 | +65.2% | 0.00% | – |
| Q3 2015 | $41,000 | -89.0% | 660 | -88.4% | 0.00% | -100.0% |
| Q1 2015 | $374,000 | +6.9% | 5,679 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $350,000 | -18.8% | 5,679 | -17.4% | 0.00% | -20.0% |
| Q3 2014 | $431,000 | +288.3% | 6,879 | +304.6% | 0.01% | +400.0% |
| Q2 2014 | $111,000 | -37.6% | 1,700 | -40.0% | 0.00% | -66.7% |
| Q1 2014 | $178,000 | +47.1% | 2,832 | +44.5% | 0.00% | +50.0% |
| Q4 2013 | $121,000 | +1.7% | 1,960 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $119,000 | – | 1,960 | – | 0.00% | – |
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% |