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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,918,000 | 0.0% | 30,279 | 0.0% | 0.86% | +19.3% |
| Q2 2022 | $1,918,000 | +457.6% | 30,279 | +540.1% | 0.72% | +597.1% |
| Q3 2018 | $344,000 | -48.8% | 4,730 | -50.0% | 0.10% | -9.6% |
| Q2 2018 | $672,000 | +92.6% | 9,460 | +100.0% | 0.12% | -14.2% |
| Q1 2018 | $349,000 | -70.7% | 4,730 | -71.0% | 0.13% | -70.9% |
| Q4 2017 | $1,190,000 | +2.7% | 16,305 | 0.0% | 0.46% | -3.2% |
| Q3 2017 | $1,159,000 | +2.7% | 16,305 | 0.0% | 0.48% | -2.7% |
| Q2 2017 | $1,129,000 | -47.8% | 16,305 | -50.2% | 0.49% | -48.4% |
| Q1 2017 | $2,163,000 | -69.5% | 32,770 | -71.7% | 0.95% | -51.1% |
| Q4 2016 | $7,088,000 | +10.8% | 115,775 | +22.4% | 1.94% | +11.8% |
| Q3 2016 | $6,397,000 | +18.1% | 94,578 | +15.9% | 1.73% | -6.4% |
| Q2 2016 | $5,416,000 | -29.6% | 81,573 | -29.6% | 1.85% | -3.7% |
| Q1 2016 | $7,698,000 | +10.4% | 115,867 | +7.8% | 1.92% | +3.1% |
| Q4 2015 | $6,970,000 | +12.6% | 107,439 | +8.3% | 1.86% | +7.6% |
| Q3 2015 | $6,191,000 | +6.8% | 99,232 | +11.8% | 1.73% | +5.3% |
| Q2 2015 | $5,795,000 | +0.4% | 88,756 | +1.3% | 1.64% | +5.0% |
| Q1 2015 | $5,774,000 | +62.6% | 87,636 | +52.2% | 1.56% | +60.3% |
| Q4 2014 | $3,552,000 | – | 57,571 | – | 0.98% | – |
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% |