ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 539 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $162,659 | -3.4% | 2,494 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $168,345 | +46.5% | 2,494 | +46.8% | 0.01% | +50.0% |
Q1 2023 | $114,937 | +6.4% | 1,699 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $108,030 | +12.5% | 1,699 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $96,000 | -11.1% | 1,699 | -0.5% | 0.00% | 0.0% |
Q2 2022 | $108,000 | -6.1% | 1,707 | +7.1% | 0.00% | -33.3% |
Q1 2022 | $115,000 | -12.9% | 1,594 | -8.2% | 0.01% | +50.0% |
Q4 2021 | $132,000 | -59.9% | 1,736 | -60.3% | 0.00% | -63.6% |
Q3 2021 | $329,000 | +0.3% | 4,375 | +0.3% | 0.01% | -38.9% |
Q2 2021 | $328,000 | +3.1% | 4,360 | -0.4% | 0.02% | 0.0% |
Q1 2021 | $318,000 | +2.6% | 4,378 | +3.4% | 0.02% | -14.3% |
Q4 2020 | $310,000 | -1.0% | 4,233 | -8.0% | 0.02% | -8.7% |
Q3 2020 | $313,000 | +3.3% | 4,600 | 0.0% | 0.02% | -4.2% |
Q2 2020 | $303,000 | +6.3% | 4,600 | +0.1% | 0.02% | -11.1% |
Q1 2020 | $285,000 | -16.7% | 4,596 | 0.0% | 0.03% | +8.0% |
Q4 2019 | $342,000 | +1.8% | 4,596 | +0.1% | 0.02% | -3.8% |
Q3 2019 | $336,000 | -1.5% | 4,590 | -2.2% | 0.03% | 0.0% |
Q2 2019 | $341,000 | -1.7% | 4,692 | -2.6% | 0.03% | -7.1% |
Q1 2019 | $347,000 | -30.5% | 4,819 | -35.7% | 0.03% | -36.4% |
Q4 2018 | $499,000 | -97.8% | 7,498 | -97.6% | 0.04% | -97.5% |
Q3 2018 | $22,447,000 | +10.0% | 308,298 | +7.4% | 1.75% | +2.0% |
Q2 2018 | $20,414,000 | +6.2% | 286,966 | +10.2% | 1.71% | -8.5% |
Q1 2018 | $19,225,000 | +6.0% | 260,339 | +6.1% | 1.87% | +8.5% |
Q4 2017 | $18,139,000 | +7.8% | 245,416 | +3.6% | 1.72% | -0.6% |
Q3 2017 | $16,830,000 | +5.2% | 236,984 | +4.6% | 1.73% | -0.4% |
Q2 2017 | $15,995,000 | +12.1% | 226,458 | +6.8% | 1.74% | +7.2% |
Q1 2017 | $14,265,000 | +38.2% | 212,092 | +34.1% | 1.62% | +23.8% |
Q4 2016 | $10,319,000 | 0.0% | 158,182 | 0.0% | 1.31% | 0.0% |
Q3 2016 | $10,319,000 | +18326.8% | 158,182 | +18422.5% | 1.31% | +16300.0% |
Q2 2016 | $56,000 | -50.9% | 854 | -50.0% | 0.01% | -38.5% |
Q1 2016 | $114,000 | +245.5% | 1,708 | +219.9% | 0.01% | +160.0% |
Q3 2015 | $33,000 | -2.9% | 534 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $34,000 | -2.9% | 534 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $35,000 | +6.1% | 534 | 0.0% | 0.01% | 0.0% |
Q4 2014 | $33,000 | 0.0% | 534 | 0.0% | 0.01% | 0.0% |
Q3 2014 | $33,000 | -2.9% | 534 | 0.0% | 0.01% | 0.0% |
Q2 2014 | $34,000 | – | 534 | – | 0.01% | – |
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% |