ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 561 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $955,000 | -49.7% | 16,752 | -44.2% | 0.33% | -47.6% |
Q2 2022 | $1,900,000 | -16.7% | 30,015 | -5.1% | 0.63% | -1.1% |
Q1 2022 | $2,282,000 | -11.7% | 31,631 | -6.0% | 0.64% | -10.9% |
Q4 2021 | $2,584,000 | -3.6% | 33,655 | -5.4% | 0.72% | -9.1% |
Q3 2021 | $2,680,000 | -0.6% | 35,569 | -0.3% | 0.79% | -0.4% |
Q2 2021 | $2,696,000 | +0.6% | 35,684 | -2.8% | 0.79% | -5.5% |
Q1 2021 | $2,680,000 | -13.8% | 36,712 | -13.3% | 0.84% | -18.8% |
Q4 2020 | $3,109,000 | +8.2% | 42,356 | +0.7% | 1.03% | -1.7% |
Q3 2020 | $2,873,000 | -45.7% | 42,065 | -46.5% | 1.05% | -49.9% |
Q2 2020 | $5,290,000 | -53.6% | 78,602 | -58.2% | 2.10% | -60.4% |
Q1 2020 | $11,402,000 | -23.6% | 188,024 | -6.0% | 5.30% | -11.3% |
Q4 2019 | $14,917,000 | +4.1% | 200,127 | +2.3% | 5.97% | -1.7% |
Q3 2019 | $14,329,000 | +1.5% | 195,543 | +0.9% | 6.08% | +4.5% |
Q2 2019 | $14,114,000 | +8.6% | 193,772 | +7.3% | 5.82% | -1.1% |
Q1 2019 | $12,997,000 | – | 180,513 | – | 5.88% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shelter Ins Retirement Plan | 832,000 | $61,115,000 | 30.70% |
O'Brien Wealth Partners LLC | 724,159 | $54,080,000 | 19.54% |
Financial Advisors, LLC | 467,031 | $34,285,000 | 15.24% |
Monterey Private Wealth, Inc. | 305,088 | $22,396,000 | 12.91% |
Burt Wealth Advisors | 477,880 | $35,081,000 | 12.09% |
Verde Capital Management | 330,515 | $24,263,000 | 12.07% |
Peterson Wealth Advisors, LLC | 340,953 | $25,029,000 | 11.01% |
Personal Wealth Partners | 289,880 | $21,280,000 | 9.95% |
Merit Financial Group, LLC | 1,255,179 | $92,143,000 | 8.90% |
JANICZEK WEALTH MANAGEMENT, LLC | 233,982 | $17,177,000 | 8.32% |