ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $548,450 | +3.7% | 7,913 | +6.0% | 0.37% | +4.0% |
Q1 2024 | $528,977 | +1.5% | 7,463 | -0.7% | 0.35% | -4.1% |
Q4 2023 | $521,159 | +4.9% | 7,516 | -1.3% | 0.37% | +2.5% |
Q3 2023 | $496,650 | +0.8% | 7,615 | +4.4% | 0.36% | +2.9% |
Q2 2023 | $492,480 | +14.1% | 7,296 | +14.4% | 0.35% | +8.0% |
Q1 2023 | $431,539 | -78.3% | 6,379 | -75.3% | 0.32% | -76.8% |
Q4 2021 | $1,987,000 | +1.1% | 25,878 | -0.8% | 1.39% | -5.5% |
Q3 2021 | $1,965,000 | -0.3% | 26,080 | -0.1% | 1.47% | -0.5% |
Q2 2021 | $1,971,000 | +8.6% | 26,095 | +5.0% | 1.48% | +1.0% |
Q1 2021 | $1,815,000 | +4.1% | 24,860 | +4.6% | 1.47% | -7.4% |
Q4 2020 | $1,744,000 | – | 23,763 | – | 1.58% | – |
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% |