ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $509,609 | -3.4% | 7,814 | 0.0% | 0.17% | 0.0% |
| Q2 2023 | $527,424 | +1.0% | 7,814 | +1.2% | 0.17% | -3.9% |
| Q1 2023 | $522,437 | +17.9% | 7,723 | -0.7% | 0.18% | +4.0% |
| Q3 2022 | $443,000 | -10.0% | 7,778 | 0.0% | 0.17% | -14.8% |
| Q2 2022 | $492,000 | -33.8% | 7,778 | -24.4% | 0.20% | -23.7% |
| Q1 2022 | $743,000 | -9.1% | 10,293 | -3.3% | 0.27% | -19.1% |
| Q4 2021 | $817,000 | -9.2% | 10,648 | -10.9% | 0.33% | -16.3% |
| Q3 2021 | $900,000 | -10.4% | 11,952 | -10.0% | 0.39% | -10.3% |
| Q2 2021 | $1,004,000 | +2.8% | 13,286 | -0.7% | 0.44% | -6.2% |
| Q1 2021 | $977,000 | -1.9% | 13,386 | -1.4% | 0.47% | +26.6% |
| Q4 2020 | $996,000 | +4.3% | 13,571 | -3.2% | 0.37% | -6.6% |
| Q3 2020 | $955,000 | -13.1% | 14,017 | -15.7% | 0.40% | -27.1% |
| Q2 2020 | $1,099,000 | -5.5% | 16,637 | -11.2% | 0.54% | -26.4% |
| Q1 2020 | $1,163,000 | -93.0% | 18,745 | -91.5% | 0.74% | -89.9% |
| Q4 2019 | $16,525,000 | +4.1% | 221,697 | +2.4% | 7.26% | -6.5% |
| Q3 2019 | $15,867,000 | +5.0% | 216,523 | +4.1% | 7.76% | +0.3% |
| Q2 2019 | $15,113,000 | +6.8% | 208,058 | +5.9% | 7.74% | +1.8% |
| Q1 2019 | $14,146,000 | +7.8% | 196,474 | -0.2% | 7.61% | +7.9% |
| Q4 2018 | $13,126,000 | -6.3% | 196,909 | +2.4% | 7.06% | +3.3% |
| Q3 2018 | $14,007,000 | +3.2% | 192,378 | +0.8% | 6.83% | -14.3% |
| Q2 2018 | $13,578,000 | +0.6% | 190,867 | +4.2% | 7.97% | -3.1% |
| Q1 2018 | $13,494,000 | +1.4% | 183,115 | +0.4% | 8.22% | +0.9% |
| Q4 2017 | $13,305,000 | +9.3% | 182,310 | +6.4% | 8.15% | +4.4% |
| Q3 2017 | $12,174,000 | +3.1% | 171,319 | +0.5% | 7.80% | -1.5% |
| Q2 2017 | $11,803,000 | +8.1% | 170,463 | +3.1% | 7.92% | +3.5% |
| Q1 2017 | $10,914,000 | -1.9% | 165,366 | -9.0% | 7.65% | -9.5% |
| Q4 2016 | $11,122,000 | – | 181,677 | – | 8.45% | – |
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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% |