ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 518 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,640,622 | -13.2% | 25,155 | -10.2% | 0.68% | -13.2% |
Q2 2023 | $1,891,160 | -1.3% | 28,017 | -1.1% | 0.78% | -7.7% |
Q1 2023 | $1,916,387 | +1.7% | 28,328 | -4.4% | 0.85% | -5.7% |
Q4 2022 | $1,883,577 | -17.1% | 29,623 | -25.7% | 0.90% | -23.6% |
Q3 2022 | $2,273,000 | -12.6% | 39,872 | -2.9% | 1.18% | -8.8% |
Q2 2022 | $2,601,000 | -14.1% | 41,080 | -2.1% | 1.29% | +0.8% |
Q1 2022 | $3,027,000 | -5.6% | 41,962 | +0.4% | 1.28% | -4.8% |
Q4 2021 | $3,208,000 | +1.8% | 41,782 | -0.1% | 1.34% | -7.8% |
Q3 2021 | $3,152,000 | -2.3% | 41,841 | -0.9% | 1.46% | -2.9% |
Q2 2021 | $3,225,000 | +23.7% | 42,209 | +18.2% | 1.50% | +12.3% |
Q1 2021 | $2,607,000 | +2.7% | 35,718 | +3.3% | 1.34% | -4.0% |
Q4 2020 | $2,539,000 | +15.0% | 34,584 | +6.7% | 1.39% | -0.5% |
Q3 2020 | $2,207,000 | -1.5% | 32,398 | -4.5% | 1.40% | -10.9% |
Q2 2020 | $2,240,000 | -8.6% | 33,908 | -14.2% | 1.57% | -26.5% |
Q1 2020 | $2,451,000 | -27.4% | 39,500 | -12.3% | 2.14% | -12.5% |
Q4 2019 | $3,377,000 | +18.0% | 45,046 | +15.9% | 2.44% | +2.4% |
Q3 2019 | $2,863,000 | +2.4% | 38,883 | +1.2% | 2.38% | +0.9% |
Q2 2019 | $2,797,000 | +20.9% | 38,432 | +19.6% | 2.36% | +4.9% |
Q1 2019 | $2,313,000 | +13.9% | 32,126 | +5.4% | 2.25% | +5.7% |
Q4 2018 | $2,031,000 | +27.3% | 30,471 | +30.3% | 2.13% | +43.3% |
Q3 2018 | $1,596,000 | +30.4% | 23,381 | +35.9% | 1.49% | +31.9% |
Q2 2018 | $1,224,000 | -3.0% | 17,210 | +0.5% | 1.13% | -9.9% |
Q1 2018 | $1,262,000 | +2.9% | 17,122 | +1.9% | 1.25% | -5.4% |
Q4 2017 | $1,227,000 | – | 16,806 | – | 1.32% | – |
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% |