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 | $2,992,952 | +8.8% | 45,890 | +12.6% | 0.24% | +10.0% |
| Q2 2023 | $2,750,191 | +3.7% | 40,744 | +3.9% | 0.22% | -2.2% |
| Q1 2023 | $2,652,588 | +107816.5% | 39,210 | +1.4% | 0.22% | -0.9% |
| Q4 2022 | $2,458 | -99.9% | 38,652 | -0.9% | 0.23% | -1.7% |
| Q3 2022 | $2,224,000 | -1.7% | 39,016 | +9.2% | 0.23% | +13.8% |
| Q2 2022 | $2,262,000 | -10.7% | 35,733 | +1.8% | 0.20% | -0.5% |
| Q1 2022 | $2,532,000 | +12.3% | 35,100 | +19.5% | 0.20% | +10.3% |
| Q4 2021 | $2,255,000 | +9.8% | 29,376 | +7.8% | 0.18% | -12.3% |
| Q3 2021 | $2,053,000 | +1.3% | 27,248 | +1.5% | 0.21% | +3.4% |
| Q2 2021 | $2,027,000 | +2.7% | 26,835 | -0.8% | 0.20% | -1.9% |
| Q1 2021 | $1,974,000 | -4.0% | 27,046 | -3.4% | 0.21% | -10.0% |
| Q4 2020 | $2,056,000 | +6.4% | 28,011 | -1.2% | 0.23% | -15.1% |
| Q3 2020 | $1,932,000 | +7.7% | 28,361 | +4.5% | 0.27% | -0.4% |
| Q2 2020 | $1,794,000 | +27.2% | 27,146 | +19.5% | 0.27% | +2.6% |
| Q1 2020 | $1,410,000 | -10.9% | 22,722 | +7.0% | 0.27% | -6.0% |
| Q4 2019 | $1,583,000 | – | 21,241 | – | 0.28% | – |
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% |