ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 413 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $208,903 | -31.1% | 3,088 | -42.0% | 0.07% | -41.1% |
| Q3 2022 | $303,000 | -26.6% | 5,321 | -18.3% | 0.12% | -23.5% |
| Q2 2022 | $413,000 | -68.3% | 6,516 | -63.9% | 0.16% | -61.6% |
| Q1 2022 | $1,303,000 | -5.6% | 18,063 | +0.4% | 0.42% | -7.5% |
| Q4 2021 | $1,381,000 | +0.7% | 17,993 | -1.2% | 0.46% | -6.6% |
| Q3 2021 | $1,371,000 | -2.6% | 18,203 | 0.0% | 0.49% | -0.8% |
| Q2 2021 | $1,407,000 | +5.9% | 18,203 | -0.1% | 0.49% | -3.1% |
| Q1 2021 | $1,329,000 | +109.0% | 18,213 | +110.3% | 0.51% | +53.5% |
| Q4 2020 | $636,000 | +3.2% | 8,661 | -4.1% | 0.33% | -12.2% |
| Q3 2020 | $616,000 | -3.3% | 9,035 | -6.4% | 0.38% | -6.2% |
| Q2 2020 | $637,000 | -55.8% | 9,650 | -50.1% | 0.40% | -45.5% |
| Q4 2019 | $1,442,000 | +2.9% | 19,345 | +1.2% | 0.74% | -5.1% |
| Q3 2019 | $1,401,000 | +3.9% | 19,115 | +2.9% | 0.78% | +8.4% |
| Q2 2019 | $1,349,000 | +2.6% | 18,575 | +1.7% | 0.72% | +0.8% |
| Q1 2019 | $1,315,000 | -18.0% | 18,266 | -24.1% | 0.71% | -25.1% |
| Q4 2018 | $1,604,000 | -20.3% | 24,068 | -12.9% | 0.95% | -2.0% |
| Q3 2018 | $2,013,000 | -5.1% | 27,642 | -7.3% | 0.97% | -8.6% |
| Q2 2018 | $2,121,000 | -3.4% | 29,808 | +0.1% | 1.06% | -8.3% |
| Q1 2018 | $2,195,000 | +60.2% | 29,791 | +58.7% | 1.16% | +68.4% |
| Q4 2017 | $1,370,000 | +2.9% | 18,769 | +0.2% | 0.69% | +0.7% |
| Q3 2017 | $1,331,000 | +29.3% | 18,731 | +26.0% | 0.68% | +24.9% |
| Q2 2017 | $1,029,000 | +27.4% | 14,864 | +21.5% | 0.55% | +16.9% |
| Q1 2017 | $808,000 | +71.5% | 12,236 | +59.2% | 0.47% | +69.2% |
| Q4 2016 | $471,000 | +56.0% | 7,688 | +72.3% | 0.28% | +48.4% |
| Q3 2016 | $302,000 | – | 4,463 | – | 0.19% | – |
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% |