ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 477 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $359,623 | -1.8% | 5,185 | +0.4% | 0.13% | -4.3% |
| Q1 2024 | $366,079 | +2.2% | 5,165 | 0.0% | 0.14% | -4.1% |
| Q4 2023 | $358,125 | +5.1% | 5,165 | -1.2% | 0.14% | -7.1% |
| Q3 2023 | $340,908 | -3.4% | 5,227 | 0.0% | 0.16% | +0.6% |
| Q2 2023 | $352,825 | -0.2% | 5,227 | +0.0% | 0.16% | -8.3% |
| Q1 2023 | $353,492 | +3.6% | 5,225 | -2.6% | 0.17% | -3.4% |
| Q4 2022 | $341,216 | +9.9% | 5,366 | -1.5% | 0.18% | +0.6% |
| Q3 2022 | $310,491 | -10.0% | 5,446 | 0.0% | 0.17% | -10.8% |
| Q2 2022 | $344,803 | -12.2% | 5,446 | +0.1% | 0.20% | +6.6% |
| Q1 2022 | $392,680 | -6.0% | 5,443 | 0.0% | 0.18% | -7.6% |
| Q4 2021 | $417,883 | +11.3% | 5,443 | +9.2% | 0.20% | +4.8% |
| Q3 2021 | $375,489 | -0.3% | 4,984 | 0.0% | 0.19% | +3.3% |
| Q2 2021 | $376,485 | +7404.2% | 4,984 | -98.6% | 0.18% | -26.5% |
| Q1 2021 | $5,017 | -98.6% | 366,203 | +7199.2% | 0.25% | +19.1% |
| Q4 2020 | $368,310 | +10.9% | 5,017 | +2.9% | 0.21% | -4.6% |
| Q3 2020 | $332,213 | +3.1% | 4,876 | 0.0% | 0.22% | -4.8% |
| Q2 2020 | $322,119 | +10.5% | 4,876 | +3.8% | 0.23% | -2.5% |
| Q1 2020 | $291,467 | -16.8% | 4,697 | 0.0% | 0.24% | -1.3% |
| Q4 2019 | $350,136 | – | 4,697 | – | 0.24% | – |
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% |