ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,036,839 | +5.8% | 29,375 | -0.5% | 0.18% | -8.4% |
| Q3 2023 | $1,924,879 | -8.2% | 29,514 | -5.0% | 0.20% | -9.8% |
| Q2 2023 | $2,096,281 | +3.6% | 31,056 | +3.9% | 0.22% | -2.6% |
| Q1 2023 | $2,022,963 | +8.6% | 29,903 | +2.0% | 0.23% | +9.0% |
| Q4 2022 | $1,863,282 | +5.3% | 29,304 | -5.6% | 0.21% | -15.9% |
| Q3 2022 | $1,770,000 | -11.2% | 31,051 | -1.4% | 0.25% | -6.7% |
| Q2 2022 | $1,993,000 | -12.0% | 31,487 | +0.2% | 0.27% | +0.7% |
| Q1 2022 | $2,266,000 | -1.9% | 31,417 | +4.4% | 0.27% | -2.2% |
| Q4 2021 | $2,311,000 | +8.2% | 30,098 | +6.2% | 0.27% | -3.2% |
| Q3 2021 | $2,135,000 | +2.3% | 28,333 | +2.5% | 0.28% | +1.1% |
| Q2 2021 | $2,087,000 | +14.7% | 27,632 | +10.8% | 0.28% | +9.0% |
| Q1 2021 | $1,820,000 | +4.7% | 24,938 | +5.3% | 0.26% | -1.2% |
| Q4 2020 | $1,738,000 | +10.3% | 23,679 | +2.4% | 0.26% | -1.5% |
| Q3 2020 | $1,575,000 | +1.4% | 23,117 | +0.6% | 0.26% | -0.4% |
| Q2 2020 | $1,553,000 | +22.9% | 22,990 | +12.9% | 0.26% | -8.0% |
| Q1 2020 | $1,264,000 | -25.4% | 20,370 | -10.4% | 0.29% | +0.7% |
| Q4 2019 | $1,695,000 | -1.9% | 22,736 | -3.6% | 0.28% | -10.9% |
| Q3 2019 | $1,728,000 | -0.4% | 23,576 | -1.3% | 0.32% | -6.7% |
| Q2 2019 | $1,735,000 | -5.8% | 23,892 | -6.5% | 0.34% | -12.7% |
| Q1 2019 | $1,841,000 | -56.8% | 25,565 | -60.1% | 0.39% | -58.8% |
| Q4 2018 | $4,266,000 | +80.5% | 63,997 | +85.4% | 0.95% | +66.8% |
| Q3 2018 | $2,364,000 | -30.3% | 34,519 | -27.6% | 0.57% | -34.6% |
| Q2 2018 | $3,392,000 | -4.2% | 47,677 | -0.8% | 0.87% | -0.3% |
| Q1 2018 | $3,540,000 | +6.9% | 48,042 | +5.8% | 0.88% | +8.9% |
| Q4 2017 | $3,313,000 | +4.1% | 45,394 | +1.4% | 0.80% | -16.1% |
| Q3 2017 | $3,182,000 | -14.1% | 44,774 | -16.3% | 0.96% | -15.2% |
| Q2 2017 | $3,704,000 | +1.5% | 53,503 | -3.3% | 1.13% | -2.2% |
| Q1 2017 | $3,650,000 | +11.1% | 55,309 | +3.0% | 1.16% | +6.0% |
| Q4 2016 | $3,286,000 | -4.8% | 53,690 | +5.2% | 1.09% | -11.4% |
| Q3 2016 | $3,453,000 | +61.7% | 51,051 | +58.7% | 1.23% | +54.2% |
| Q2 2016 | $2,135,000 | +6.1% | 32,164 | +6.2% | 0.80% | +1.1% |
| Q1 2016 | $2,013,000 | +26.5% | 30,292 | +23.4% | 0.79% | +29.9% |
| Q4 2015 | $1,591,000 | +17.8% | 24,541 | +13.3% | 0.61% | +15.2% |
| Q3 2015 | $1,351,000 | +64.6% | 21,666 | +73.8% | 0.53% | +63.0% |
| Q1 2015 | $821,000 | – | 12,465 | – | 0.32% | – |
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% |