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 | $6,629,081 | -4.4% | 101,642 | -1.1% | 1.47% | -0.4% |
| Q2 2023 | $6,935,277 | -3.3% | 102,745 | -3.1% | 1.48% | -4.9% |
| Q1 2023 | $7,170,539 | +3.6% | 105,995 | -2.7% | 1.55% | +4.3% |
| Q4 2022 | $6,924,019 | +11.7% | 108,894 | +0.2% | 1.49% | -1.8% |
| Q3 2022 | $6,198,000 | -8.1% | 108,721 | +2.0% | 1.52% | +2.1% |
| Q2 2022 | $6,746,000 | -9.5% | 106,549 | +3.1% | 1.48% | -0.5% |
| Q1 2022 | $7,458,000 | -4.0% | 103,383 | +2.2% | 1.49% | -5.2% |
| Q4 2021 | $7,767,000 | +1.1% | 101,178 | -0.8% | 1.57% | -8.1% |
| Q3 2021 | $7,683,000 | -0.1% | 101,983 | +0.2% | 1.71% | +1.1% |
| Q2 2021 | $7,687,000 | +2.6% | 101,758 | -0.8% | 1.69% | -1.5% |
| Q1 2021 | $7,489,000 | -4.2% | 102,602 | -3.6% | 1.72% | -11.1% |
| Q4 2020 | $7,815,000 | +7.2% | 106,455 | -0.5% | 1.93% | -5.8% |
| Q3 2020 | $7,289,000 | -0.4% | 106,985 | -3.4% | 2.05% | +2.0% |
| Q2 2020 | $7,319,000 | +8.2% | 110,796 | +1.6% | 2.01% | -1.8% |
| Q1 2020 | $6,767,000 | -3.6% | 109,062 | +15.8% | 2.05% | +26.0% |
| Q4 2019 | $7,022,000 | -47.6% | 94,199 | -48.4% | 1.63% | +0.4% |
| Q3 2019 | $13,388,000 | +74.8% | 182,702 | +73.3% | 1.62% | -9.4% |
| Q2 2019 | $7,659,000 | +5.1% | 105,442 | +4.2% | 1.79% | -0.1% |
| Q1 2019 | $7,286,000 | +487.6% | 101,188 | +443.8% | 1.79% | +414.7% |
| Q4 2018 | $1,240,000 | +3251.4% | 18,607 | +3584.6% | 0.35% | +3063.6% |
| Q1 2018 | $37,000 | – | 505 | – | 0.01% | – |
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% |