ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 583 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $347,427 | -9.6% | 5,327 | -6.4% | 0.12% | -4.8% |
| Q2 2023 | $384,210 | -5.5% | 5,692 | -5.3% | 0.12% | -9.4% |
| Q1 2023 | $406,779 | -11.6% | 6,013 | -16.9% | 0.14% | -2.8% |
| Q4 2022 | $460,355 | -51.2% | 7,240 | -56.3% | 0.14% | -56.3% |
| Q3 2022 | $944,000 | 0.0% | 16,554 | +11.0% | 0.32% | -17.3% |
| Q2 2022 | $944,000 | -16.8% | 14,916 | -5.2% | 0.39% | -7.5% |
| Q1 2022 | $1,135,000 | -3.1% | 15,731 | -2.1% | 0.42% | +1.7% |
| Q4 2021 | $1,171,000 | -5.6% | 16,061 | -1.7% | 0.42% | -14.5% |
| Q1 2021 | $1,240,000 | +4.0% | 16,346 | -2.0% | 0.49% | -1.2% |
| Q4 2020 | $1,192,000 | -17.2% | 16,680 | -20.6% | 0.50% | -11.0% |
| Q3 2020 | $1,439,000 | -69.5% | 21,004 | -70.6% | 0.56% | -60.8% |
| Q2 2020 | $4,720,000 | +12.1% | 71,455 | +1.0% | 1.42% | +1.1% |
| Q1 2020 | $4,211,000 | -12.3% | 70,737 | +11.1% | 1.40% | +3.5% |
| Q4 2019 | $4,802,000 | +14.4% | 63,660 | +13.8% | 1.36% | +13.3% |
| Q3 2019 | $4,197,000 | +9.8% | 55,939 | +6.3% | 1.20% | +6.6% |
| Q2 2019 | $3,822,000 | +8.9% | 52,615 | +7.9% | 1.12% | +3.1% |
| Q1 2019 | $3,511,000 | +9.7% | 48,758 | +1.5% | 1.09% | -39.4% |
| Q4 2018 | $3,201,000 | -2.3% | 48,016 | -0.3% | 1.80% | -1.1% |
| Q3 2018 | $3,276,000 | – | 48,158 | – | 1.82% | – |
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% |