ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,740 | -3.4% | 180 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $12,150 | -0.2% | 180 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $12,177 | +6.4% | 180 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $11,445 | +27.2% | 180 | +23.3% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -18.2% | 146 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $11,000 | +57.1% | 146 | +35.2% | 0.00% | -50.0% |
| Q2 2016 | $7,000 | -12.5% | 108 | -5.3% | 0.00% | 0.0% |
| Q1 2016 | $8,000 | +14.3% | 114 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $7,000 | 0.0% | 114 | 0.0% | 0.00% | -33.3% |
| Q3 2015 | $7,000 | -63.2% | 114 | -63.8% | 0.00% | 0.0% |
| Q4 2014 | $19,000 | -82.2% | 315 | -81.5% | 0.00% | -84.2% |
| Q3 2014 | $107,000 | +296.3% | 1,701 | +319.0% | 0.02% | +280.0% |
| Q2 2014 | $27,000 | – | 406 | – | 0.01% | – |
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% |