ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 345 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.83 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $363,029 | -15.9% | 5,566 | -12.9% | 0.03% | -16.7% |
Q2 2023 | $431,504 | -11.8% | 6,393 | -11.6% | 0.04% | -21.7% |
Q1 2023 | $489,221 | +0.8% | 7,232 | -5.3% | 0.05% | -8.0% |
Q4 2022 | $485,376 | +5.5% | 7,634 | -5.3% | 0.05% | -5.7% |
Q3 2022 | $460,000 | -9.1% | 8,064 | +1.0% | 0.05% | -7.0% |
Q2 2022 | $506,000 | -14.7% | 7,987 | -2.8% | 0.06% | 0.0% |
Q1 2022 | $593,000 | -17.8% | 8,217 | -12.5% | 0.06% | -16.2% |
Q4 2021 | $721,000 | -65.3% | 9,391 | -65.8% | 0.07% | -69.5% |
Q3 2021 | $2,077,000 | 0.0% | 27,498 | 0.0% | 0.22% | 0.0% |
Q2 2021 | $2,077,000 | +9.8% | 27,498 | +6.1% | 0.22% | +3.7% |
Q1 2021 | $1,891,000 | -0.5% | 25,908 | +0.1% | 0.22% | -8.9% |
Q4 2020 | $1,900,000 | +24.9% | 25,884 | +15.9% | 0.24% | +15.1% |
Q3 2020 | $1,521,000 | +14.5% | 22,335 | +11.0% | 0.20% | +5.1% |
Q2 2020 | $1,328,000 | +20.6% | 20,115 | +13.3% | 0.20% | -11.4% |
Q1 2020 | $1,101,000 | -30.2% | 17,750 | -16.1% | 0.22% | -20.3% |
Q4 2019 | $1,577,000 | +24.6% | 21,155 | +22.4% | 0.28% | +11.3% |
Q3 2019 | $1,266,000 | +11.8% | 17,280 | +10.8% | 0.25% | +5.5% |
Q2 2019 | $1,132,000 | +2.8% | 15,590 | +1.9% | 0.24% | +4.0% |
Q1 2019 | $1,101,000 | +225.7% | 15,300 | +201.7% | 0.23% | +175.6% |
Q4 2018 | $338,000 | -20.5% | 5,071 | -13.3% | 0.08% | +3.8% |
Q3 2018 | $425,000 | +3.7% | 5,846 | +1.4% | 0.08% | -3.7% |
Q2 2018 | $410,000 | -1.0% | 5,766 | +1.4% | 0.08% | -33.3% |
Q1 2018 | $414,000 | +6.7% | 5,686 | +8.3% | 0.12% | +9.8% |
Q4 2017 | $388,000 | +42.1% | 5,252 | +37.3% | 0.11% | +25.8% |
Q3 2017 | $273,000 | +30.6% | 3,824 | +25.2% | 0.09% | +21.9% |
Q2 2017 | $209,000 | – | 3,054 | – | 0.07% | – |
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% |