ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 519 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,662 | -7.2% | 3,184 | -3.9% | 0.01% | -18.2% |
| Q2 2023 | $223,695 | +1.0% | 3,314 | +1.2% | 0.01% | -26.7% |
| Q1 2023 | $221,554 | -17.6% | 3,275 | -23.0% | 0.02% | -40.0% |
| Q2 2022 | $269,000 | -64.2% | 4,255 | -59.1% | 0.02% | -59.0% |
| Q1 2022 | $751,000 | -20.4% | 10,404 | -15.3% | 0.06% | -38.4% |
| Q4 2021 | $943,000 | +1.9% | 12,282 | 0.0% | 0.10% | -6.6% |
| Q3 2021 | $925,000 | -1.5% | 12,282 | -1.2% | 0.11% | -5.4% |
| Q2 2021 | $939,000 | -10.8% | 12,427 | -13.9% | 0.11% | -18.8% |
| Q1 2021 | $1,053,000 | -58.6% | 14,428 | -58.3% | 0.14% | -58.3% |
| Q4 2020 | $2,542,000 | -44.1% | 34,626 | -48.1% | 0.33% | -53.8% |
| Q3 2020 | $4,547,000 | +10.2% | 66,746 | +6.9% | 0.72% | +1.6% |
| Q2 2020 | $4,126,000 | +3.9% | 62,458 | -2.4% | 0.71% | -18.6% |
| Q1 2020 | $3,971,000 | -3.2% | 63,997 | +16.3% | 0.87% | +31.8% |
| Q4 2019 | $4,103,000 | +79.8% | 55,043 | +76.7% | 0.66% | +67.4% |
| Q3 2019 | $2,282,000 | +12.1% | 31,144 | +11.2% | 0.39% | +1.0% |
| Q2 2019 | $2,035,000 | +5.9% | 28,018 | +5.0% | 0.39% | +1.8% |
| Q1 2019 | $1,921,000 | – | 26,675 | – | 0.38% | – |
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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% |