ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 318 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,349 | -15.9% | 3,808 | -78.4% | 0.00% | 0.0% |
| Q2 2023 | $295,454 | -97.3% | 17,607 | -88.6% | 0.00% | -97.9% |
| Q1 2023 | $11,003,687 | +2551.5% | 153,855 | +2572.5% | 0.19% | +2000.0% |
| Q1 2022 | $415,000 | +6.7% | 5,757 | +13.7% | 0.01% | 0.0% |
| Q4 2021 | $389,000 | +91.6% | 5,065 | +55.0% | 0.01% | -10.0% |
| Q1 2020 | $203,000 | -49.5% | 3,267 | -40.9% | 0.01% | -67.7% |
| Q3 2018 | $402,000 | +87.9% | 5,528 | +90.0% | 0.03% | +47.6% |
| Q1 2018 | $214,000 | -13.0% | 2,910 | -13.6% | 0.02% | -19.2% |
| Q4 2017 | $246,000 | +12.3% | 3,367 | +9.1% | 0.03% | +4.0% |
| Q3 2017 | $219,000 | – | 3,087 | – | 0.02% | – |
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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% |