ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 435 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.06 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $407,958 | -2.5% | 6,255 | +0.9% | 0.01% | 0.0% |
| Q2 2023 | $418,304 | -12.1% | 6,197 | -17.2% | 0.01% | -33.3% |
| Q1 2023 | $475,876 | 0.0% | 7,484 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $475,876 | +31.5% | 7,484 | +18.0% | 0.01% | +28.6% |
| Q3 2022 | $362,000 | -27.5% | 6,343 | -19.5% | 0.01% | -30.0% |
| Q2 2022 | $499,000 | -31.2% | 7,875 | -21.7% | 0.01% | -28.6% |
| Q1 2022 | $725,000 | -6.1% | 10,055 | 0.0% | 0.01% | -6.7% |
| Q4 2021 | $772,000 | +1.8% | 10,055 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $758,000 | -0.3% | 10,055 | -0.1% | 0.02% | -11.1% |
| Q2 2021 | $760,000 | +3.5% | 10,067 | +0.1% | 0.02% | -50.0% |
| Q1 2021 | $734,000 | -20.6% | 10,055 | -20.2% | 0.04% | -26.5% |
| Q4 2020 | $925,000 | +274.5% | 12,595 | +280.4% | 0.05% | +104.2% |
| Q4 2019 | $247,000 | +13.8% | 3,311 | +11.8% | 0.02% | 0.0% |
| Q3 2019 | $217,000 | +0.9% | 2,962 | 0.0% | 0.02% | +4.3% |
| Q2 2019 | $215,000 | -6.9% | 2,962 | -7.5% | 0.02% | -20.7% |
| Q1 2019 | $231,000 | – | 3,202 | – | 0.03% | – |
Download | ||||||
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% |