ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 518 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
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 | 832,000 | $61,115,000 | 30.70% |
| O'Brien Wealth Partners LLC | 724,159 | $54,080,000 | 19.54% |
| Financial Advisors, LLC | 467,031 | $34,285,000 | 15.24% |
| Monterey Private Wealth, Inc. | 305,088 | $22,396,000 | 12.91% |
| Burt Wealth Advisors | 477,880 | $35,081,000 | 12.09% |
| Verde Capital Management | 330,515 | $24,263,000 | 12.07% |
| Peterson Wealth Advisors, LLC | 340,953 | $25,029,000 | 11.01% |
| Personal Wealth Partners | 289,880 | $21,280,000 | 9.95% |
| Merit Financial Group, LLC | 1,255,179 | $92,143,000 | 8.90% |
| JANICZEK WEALTH MANAGEMENT, LLC | 233,982 | $17,177,000 | 8.32% |