ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 469 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,673,205 | +155.2% | 25,655 | +164.1% | 0.01% | +150.0% |
| Q2 2023 | $655,659 | -29.1% | 9,713 | -29.0% | 0.00% | -33.3% |
| Q1 2023 | $925,323 | +2.3% | 13,678 | -3.8% | 0.01% | -14.3% |
| Q4 2022 | $904,502 | -25.9% | 14,225 | -33.6% | 0.01% | -30.0% |
| Q3 2022 | $1,221,000 | +38.1% | 21,416 | +53.3% | 0.01% | +42.9% |
| Q2 2022 | $884,000 | -10.9% | 13,971 | +1.6% | 0.01% | 0.0% |
| Q1 2022 | $992,000 | +17.1% | 13,746 | +24.6% | 0.01% | +16.7% |
| Q4 2021 | $847,000 | -0.2% | 11,029 | -2.2% | 0.01% | -14.3% |
| Q3 2021 | $849,000 | -54.0% | 11,272 | -53.8% | 0.01% | -56.2% |
| Q2 2021 | $1,845,000 | -60.3% | 24,418 | -61.7% | 0.02% | -66.0% |
| Q1 2021 | $4,652,000 | +61.1% | 63,732 | +62.0% | 0.05% | +42.4% |
| Q4 2020 | $2,888,000 | +6.1% | 39,340 | -1.6% | 0.03% | -15.4% |
| Q3 2020 | $2,723,000 | +174.5% | 39,968 | +166.0% | 0.04% | +160.0% |
| Q2 2020 | $992,000 | +152.4% | 15,024 | +136.9% | 0.02% | +66.7% |
| Q1 2020 | $393,000 | -59.5% | 6,341 | -51.3% | 0.01% | -57.1% |
| Q4 2019 | $971,000 | +119.2% | 13,028 | +115.7% | 0.02% | +61.5% |
| Q3 2019 | $443,000 | +4.0% | 6,041 | +2.9% | 0.01% | 0.0% |
| Q2 2019 | $426,000 | -4.1% | 5,868 | -4.9% | 0.01% | -58.1% |
| Q1 2019 | $444,000 | +53.1% | 6,173 | +42.0% | 0.03% | -38.0% |
| Q4 2018 | $290,000 | +23.9% | 4,348 | +35.1% | 0.05% | +284.6% |
| Q3 2018 | $234,000 | +15.8% | 3,218 | +13.3% | 0.01% | -7.1% |
| Q2 2018 | $202,000 | – | 2,839 | – | 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% |