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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $37,958 | -24.4% | 582 | -21.8% | 0.02% | -28.0% |
Q2 2023 | $50,220 | -2.3% | 744 | -2.1% | 0.02% | -3.8% |
Q1 2023 | $51,414 | +2.6% | 760 | -3.6% | 0.03% | -10.3% |
Q4 2022 | $50,105 | -3.6% | 788 | -13.1% | 0.03% | -6.5% |
Q3 2022 | $52,000 | -35.0% | 907 | -28.3% | 0.03% | -39.2% |
Q2 2022 | $80,000 | -12.1% | 1,265 | +0.8% | 0.05% | -7.3% |
Q1 2022 | $91,000 | -18.8% | 1,255 | -13.9% | 0.06% | -25.7% |
Q4 2021 | $112,000 | +0.9% | 1,457 | -1.2% | 0.07% | -11.9% |
Q3 2021 | $111,000 | -6.7% | 1,474 | -6.3% | 0.08% | -16.0% |
Q2 2021 | $119,000 | +2.6% | 1,573 | -1.1% | 0.10% | -21.9% |
Q1 2021 | $116,000 | -17.1% | 1,590 | -16.8% | 0.13% | -21.5% |
Q4 2020 | $140,000 | -2.8% | 1,910 | -9.9% | 0.16% | -2.4% |
Q3 2020 | $144,000 | -35.7% | 2,120 | -37.5% | 0.17% | -32.4% |
Q2 2020 | $224,000 | -41.8% | 3,394 | -45.3% | 0.25% | -47.4% |
Q1 2020 | $385,000 | -75.8% | 6,209 | -71.0% | 0.47% | -66.9% |
Q4 2019 | $1,594,000 | – | 21,389 | – | 1.42% | – |
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% |