ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 539 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $306,255 | -3.4% | 4,696 | 0.0% | 0.10% | -1.0% |
Q2 2023 | $316,961 | +1.7% | 4,696 | +1.9% | 0.10% | -25.0% |
Q1 2023 | $311,651 | +6.4% | 4,607 | 0.0% | 0.14% | +7.1% |
Q4 2022 | $292,924 | +12.2% | 4,607 | +0.8% | 0.13% | 0.0% |
Q3 2022 | $261,000 | -9.7% | 4,571 | 0.0% | 0.13% | -4.5% |
Q2 2022 | $289,000 | -10.8% | 4,571 | +1.8% | 0.13% | +1.5% |
Q1 2022 | $324,000 | -6.1% | 4,490 | 0.0% | 0.13% | 0.0% |
Q4 2021 | $345,000 | +3.0% | 4,490 | +0.9% | 0.13% | -3.7% |
Q3 2021 | $335,000 | -12.8% | 4,452 | -12.5% | 0.14% | -11.1% |
Q2 2021 | $384,000 | +5.2% | 5,088 | +1.7% | 0.15% | +0.7% |
Q1 2021 | $365,000 | -0.5% | 5,005 | 0.0% | 0.15% | -0.7% |
Q4 2020 | $367,000 | +7.6% | 5,005 | 0.0% | 0.15% | -5.6% |
Q3 2020 | $341,000 | +3.0% | 5,005 | 0.0% | 0.16% | -6.4% |
Q2 2020 | $331,000 | +8.2% | 5,005 | +1.5% | 0.17% | -14.8% |
Q1 2020 | $306,000 | -16.8% | 4,933 | 0.0% | 0.20% | 0.0% |
Q4 2019 | $368,000 | +4.2% | 4,933 | +2.3% | 0.20% | -3.3% |
Q3 2019 | $353,000 | +0.9% | 4,820 | 0.0% | 0.21% | -0.5% |
Q2 2019 | $350,000 | +2.6% | 4,820 | +1.9% | 0.21% | +1.0% |
Q1 2019 | $341,000 | +8.3% | 4,730 | 0.0% | 0.21% | -1.4% |
Q4 2018 | $315,000 | -7.4% | 4,730 | +1.2% | 0.21% | -1.4% |
Q3 2018 | $340,000 | +2.1% | 4,675 | 0.0% | 0.22% | -2.7% |
Q2 2018 | $333,000 | -1.5% | 4,675 | +2.0% | 0.22% | -1.3% |
Q1 2018 | $338,000 | +1.2% | 4,582 | 0.0% | 0.22% | +5.7% |
Q4 2017 | $334,000 | – | 4,582 | – | 0.21% | – |
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% |