ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 413 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $226,183 | -31.7% | 3,468 | -29.3% | 0.10% | -29.2% |
| Q2 2023 | $331,290 | -9.4% | 4,908 | -9.2% | 0.14% | -13.3% |
| Q1 2023 | $365,851 | +5.5% | 5,408 | -0.8% | 0.16% | +1.3% |
| Q4 2022 | $346,729 | -3.7% | 5,453 | -13.6% | 0.16% | -10.9% |
| Q3 2022 | $360,000 | -26.4% | 6,313 | -6.9% | 0.18% | -9.8% |
| Q1 2022 | $489,000 | -19.0% | 6,783 | -13.8% | 0.19% | -16.0% |
| Q4 2021 | $604,000 | -8.2% | 7,873 | -9.4% | 0.23% | -15.7% |
| Q3 2021 | $658,000 | +0.2% | 8,693 | 0.0% | 0.27% | -0.7% |
| Q2 2021 | $657,000 | +1.4% | 8,693 | -1.5% | 0.28% | -12.7% |
| Q4 2020 | $648,000 | +10.4% | 8,828 | +2.3% | 0.32% | +1.9% |
| Q3 2020 | $587,000 | +3.3% | 8,628 | +0.4% | 0.31% | -8.0% |
| Q2 2020 | $568,000 | +6.2% | 8,593 | -0.3% | 0.34% | -13.4% |
| Q1 2020 | $535,000 | -16.0% | 8,623 | +0.9% | 0.39% | +9.6% |
| Q4 2019 | $637,000 | +1.9% | 8,543 | +0.2% | 0.36% | -5.8% |
| Q3 2019 | $625,000 | +7.2% | 8,523 | +6.2% | 0.38% | +4.1% |
| Q2 2019 | $583,000 | +13.9% | 8,023 | +12.8% | 0.36% | +6.8% |
| Q1 2019 | $512,000 | +59.0% | 7,112 | +47.2% | 0.34% | +42.4% |
| Q4 2018 | $322,000 | -47.7% | 4,832 | -42.9% | 0.24% | -36.2% |
| Q3 2018 | $616,000 | +7.5% | 8,456 | +5.0% | 0.37% | -4.6% |
| Q2 2018 | $573,000 | +19.4% | 8,052 | +23.5% | 0.39% | +5.4% |
| Q1 2018 | $480,000 | +15.4% | 6,518 | +14.4% | 0.37% | +17.0% |
| Q4 2017 | $416,000 | – | 5,700 | – | 0.32% | – |
Download | ||||||
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% |