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 | $290,881 | +19.7% | 4,460 | +23.9% | 0.02% | 0.0% |
| Q2 2023 | $242,933 | +167.2% | 3,599 | +167.8% | 0.02% | +128.6% |
| Q1 2023 | $90,922 | +1.3% | 1,344 | -4.7% | 0.01% | 0.0% |
| Q4 2022 | $89,718 | -60.6% | 1,411 | -60.8% | 0.01% | -63.2% |
| Q2 2022 | $228,000 | +3.6% | 3,595 | +17.6% | 0.02% | -68.3% |
| Q1 2022 | $220,000 | -41.3% | 3,057 | -37.4% | 0.06% | -42.3% |
| Q4 2021 | $375,000 | -38.3% | 4,887 | -39.5% | 0.10% | -47.7% |
| Q3 2021 | $608,000 | -33.7% | 8,075 | -33.5% | 0.20% | -32.8% |
| Q2 2021 | $917,000 | -14.9% | 12,140 | -17.8% | 0.30% | -33.3% |
| Q1 2021 | $1,078,000 | -35.7% | 14,770 | -35.3% | 0.44% | +37.5% |
| Q4 2020 | $1,676,000 | -0.8% | 22,836 | -7.9% | 0.32% | -9.8% |
| Q3 2020 | $1,690,000 | +452.3% | 24,804 | +435.1% | 0.36% | -17.5% |
| Q2 2020 | $306,000 | -86.6% | 4,635 | -87.4% | 0.43% | -91.8% |
| Q1 2020 | $2,278,000 | -22.1% | 36,724 | +846.5% | 5.32% | +65.9% |
| Q4 2019 | $2,924,000 | +36.6% | 3,880 | -87.9% | 3.20% | +53.9% |
| Q4 2018 | $2,141,000 | – | 32,123 | – | 2.08% | – |
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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% |