ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 318 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,586,795 | -5.8% | 22,879 | -3.8% | 0.33% | -7.0% |
Q1 2024 | $1,685,079 | -4.0% | 23,774 | -6.1% | 0.36% | -14.1% |
Q4 2023 | $1,756,123 | +4.7% | 25,326 | -1.5% | 0.42% | -7.5% |
Q3 2023 | $1,676,729 | -19.7% | 25,709 | -17.2% | 0.45% | -18.3% |
Q2 2023 | $2,088,216 | -17.6% | 31,033 | -17.2% | 0.55% | -20.9% |
Q1 2023 | $2,534,682 | -0.3% | 37,468 | -6.3% | 0.70% | -9.1% |
Q4 2022 | $2,542,483 | -17.6% | 39,986 | -26.2% | 0.77% | -25.9% |
Q3 2022 | $3,087,000 | -23.0% | 54,151 | -14.5% | 1.04% | -21.6% |
Q2 2022 | $4,010,000 | -16.6% | 63,336 | -5.0% | 1.32% | -7.0% |
Q1 2022 | $4,810,000 | -15.0% | 66,678 | -9.5% | 1.42% | -12.8% |
Q4 2021 | $5,657,000 | -14.9% | 73,686 | -16.4% | 1.63% | -25.7% |
Q3 2021 | $6,644,000 | -78.5% | 88,184 | -78.5% | 2.20% | -80.0% |
Q2 2021 | $30,937,000 | +16.5% | 409,538 | +12.6% | 10.97% | +1.5% |
Q1 2021 | $26,557,000 | +6.1% | 363,847 | +6.7% | 10.81% | -1.9% |
Q4 2020 | $25,029,000 | +13.6% | 340,953 | +5.4% | 11.01% | -2.4% |
Q3 2020 | $22,036,000 | +2.6% | 323,438 | -0.5% | 11.29% | -1.4% |
Q2 2020 | $21,483,000 | +16.9% | 325,205 | +9.8% | 11.44% | -4.0% |
Q1 2020 | $18,383,000 | -18.7% | 296,266 | -2.3% | 11.92% | -7.7% |
Q4 2019 | $22,599,000 | +3.5% | 303,176 | +1.7% | 12.92% | -3.4% |
Q3 2019 | $21,842,000 | +4.1% | 298,061 | +3.2% | 13.37% | +0.7% |
Q2 2019 | $20,979,000 | +7.8% | 288,806 | +6.9% | 13.28% | +2.1% |
Q1 2019 | $19,457,000 | +14.9% | 270,166 | +6.3% | 13.01% | -3.0% |
Q4 2018 | $16,940,000 | +1.8% | 254,121 | +11.2% | 13.42% | +10.6% |
Q3 2018 | $16,636,000 | +10.3% | 228,488 | +7.8% | 12.14% | -0.7% |
Q2 2018 | $15,077,000 | +0.5% | 211,937 | +4.1% | 12.22% | -1.5% |
Q1 2018 | $15,005,000 | +35.0% | 203,629 | +33.7% | 12.40% | +23.4% |
Q4 2017 | $11,112,000 | – | 152,262 | – | 10.04% | – |
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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% |