ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $238,141 | -0.2% | 3,528 | 0.0% | 0.04% | -7.5% |
| Q1 2023 | $238,669 | +6.4% | 3,528 | 0.0% | 0.04% | -2.4% |
| Q4 2022 | $224,327 | +11.6% | 3,528 | 0.0% | 0.04% | +5.1% |
| Q3 2022 | $201,000 | -9.9% | 3,528 | 0.0% | 0.04% | -9.3% |
| Q2 2022 | $223,000 | -50.2% | 3,528 | -48.0% | 0.04% | -64.8% |
| Q2 2020 | $448,000 | -20.4% | 6,786 | -25.5% | 0.12% | -37.4% |
| Q1 2020 | $563,000 | -92.0% | 9,103 | -90.4% | 0.20% | -88.1% |
| Q4 2019 | $7,036,000 | +5.1% | 94,557 | +3.5% | 1.64% | -2.5% |
| Q3 2019 | $6,694,000 | -1.8% | 91,345 | -2.7% | 1.68% | +31.0% |
| Q2 2019 | $6,819,000 | -0.0% | 93,880 | -0.9% | 1.28% | -3.1% |
| Q1 2019 | $6,821,000 | -21.4% | 94,732 | -27.2% | 1.32% | -30.0% |
| Q4 2018 | $8,683,000 | – | 130,203 | – | 1.89% | – |
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% |