ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,153 | -3.4% | 217 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $14,648 | -0.2% | 217 | 0.0% | 0.02% | -3.8% |
| Q1 2023 | $14,680 | +104757.1% | 217 | 0.0% | 0.03% | -3.7% |
| Q4 2022 | $14 | -99.9% | 217 | 0.0% | 0.03% | +8.0% |
| Q3 2022 | $12,000 | -14.3% | 217 | 0.0% | 0.02% | -19.4% |
| Q2 2022 | $14,000 | -12.5% | 217 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $16,000 | -5.9% | 217 | 0.0% | 0.03% | +19.2% |
| Q4 2021 | $17,000 | +6.2% | 217 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $16,000 | 0.0% | 217 | 0.0% | 0.03% | -3.7% |
| Q2 2021 | $16,000 | 0.0% | 217 | 0.0% | 0.03% | -6.9% |
| Q1 2021 | $16,000 | 0.0% | 217 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $16,000 | -11.1% | 217 | -16.2% | 0.03% | -19.4% |
| Q3 2020 | $18,000 | +5.9% | 259 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $17,000 | -26.1% | 259 | -29.6% | 0.04% | -35.7% |
| Q1 2020 | $23,000 | -14.8% | 368 | +1.9% | 0.06% | 0.0% |
| Q4 2019 | $27,000 | +3.8% | 361 | +3.1% | 0.06% | 0.0% |
| Q3 2019 | $26,000 | +4.0% | 350 | 0.0% | 0.06% | +36.6% |
| Q2 2019 | $25,000 | +13.6% | 350 | +17.1% | 0.04% | +20.6% |
| Q1 2019 | $22,000 | +10.0% | 299 | 0.0% | 0.03% | +6.2% |
| Q4 2018 | $20,000 | 0.0% | 299 | +7.9% | 0.03% | +10.3% |
| Q3 2018 | $20,000 | – | 277 | – | 0.03% | – |
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% |