ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $556,000 | -45.1% | 8,785 | -37.4% | 0.39% | -43.2% |
| Q1 2022 | $1,013,000 | -25.0% | 14,041 | -20.1% | 0.68% | -21.1% |
| Q4 2021 | $1,350,000 | -0.2% | 17,579 | -2.1% | 0.86% | -12.4% |
| Q3 2021 | $1,353,000 | -70.3% | 17,965 | -74.0% | 0.98% | -81.2% |
| Q2 2021 | $4,562,000 | +220.6% | 69,053 | +254.2% | 5.23% | +340.5% |
| Q1 2021 | $1,423,000 | -73.3% | 19,494 | -73.1% | 1.19% | -73.5% |
| Q4 2020 | $5,320,000 | +6.8% | 72,475 | -0.8% | 4.48% | +108.7% |
| Q3 2020 | $4,979,000 | +8.0% | 73,079 | +4.8% | 2.14% | -21.3% |
| Q2 2020 | $4,609,000 | -42.5% | 69,765 | -46.0% | 2.73% | -51.6% |
| Q1 2020 | $8,019,000 | -14.5% | 129,233 | +2.7% | 5.63% | +2.6% |
| Q4 2019 | $9,382,000 | +4.5% | 125,866 | +2.7% | 5.49% | -23.8% |
| Q3 2019 | $8,976,000 | +6.0% | 122,498 | +5.1% | 7.20% | +2.9% |
| Q2 2019 | $8,471,000 | +4.5% | 116,606 | +3.6% | 7.00% | -1.2% |
| Q1 2019 | $8,104,000 | -22.4% | 112,550 | -28.1% | 7.08% | -34.5% |
| Q4 2018 | $10,439,000 | -6.5% | 156,593 | +2.2% | 10.81% | +6.7% |
| Q3 2018 | $11,160,000 | +5.3% | 153,276 | +2.9% | 10.13% | +6.7% |
| Q2 2018 | $10,598,000 | -4.5% | 148,970 | -1.1% | 9.50% | -15.8% |
| Q1 2018 | $11,096,000 | +15.9% | 150,574 | +14.8% | 11.28% | -24.2% |
| Q4 2017 | $9,572,000 | – | 131,157 | – | 14.89% | – |
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% |