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 | $203,486 | -3.4% | 3,120 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $210,600 | -0.2% | 3,120 | 0.0% | 0.02% | -4.0% |
| Q1 2023 | $211,068 | -58.9% | 3,120 | -65.5% | 0.02% | -64.3% |
| Q3 2022 | $514,000 | -12.4% | 9,031 | -2.6% | 0.07% | -6.7% |
| Q2 2022 | $587,000 | -12.1% | 9,273 | 0.0% | 0.08% | -1.3% |
| Q1 2022 | $668,000 | -6.0% | 9,273 | 0.0% | 0.08% | -2.6% |
| Q4 2021 | $711,000 | +1.9% | 9,273 | 0.0% | 0.08% | -3.7% |
| Q3 2021 | $698,000 | -0.3% | 9,273 | 0.0% | 0.08% | -1.2% |
| Q2 2021 | $700,000 | +3.6% | 9,273 | 0.0% | 0.08% | -18.0% |
| Q1 2021 | $676,000 | +2.1% | 9,273 | +2.7% | 0.10% | -1.0% |
| Q4 2020 | $662,000 | +7.6% | 9,031 | 0.0% | 0.10% | -1.9% |
| Q3 2020 | $615,000 | +3.2% | 9,031 | 0.0% | 0.10% | -2.8% |
| Q2 2020 | $596,000 | +6.4% | 9,031 | 0.0% | 0.11% | -8.6% |
| Q1 2020 | $560,000 | +109.7% | 9,031 | +151.9% | 0.12% | +136.7% |
| Q4 2019 | $267,000 | +1.9% | 3,585 | 0.0% | 0.05% | -2.0% |
| Q3 2019 | $262,000 | +0.8% | 3,585 | 0.0% | 0.05% | -3.8% |
| Q2 2019 | $260,000 | +0.8% | 3,585 | 0.0% | 0.05% | -3.7% |
| Q1 2019 | $258,000 | +24.6% | 3,585 | +14.9% | 0.05% | +14.9% |
| Q4 2018 | $207,000 | – | 3,120 | – | 0.05% | – |
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% |