ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 561 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $246,922 | +4.0% | 3,650 | -2.3% | 0.03% | +3.0% |
| Q4 2022 | $237,500 | -9.4% | 3,735 | -18.7% | 0.03% | -17.5% |
| Q3 2022 | $262,000 | -32.8% | 4,592 | -25.5% | 0.04% | -33.3% |
| Q2 2022 | $390,000 | -52.7% | 6,161 | -46.1% | 0.06% | -46.4% |
| Q1 2022 | $824,000 | -24.7% | 11,428 | -19.9% | 0.11% | -26.3% |
| Q4 2021 | $1,095,000 | -43.0% | 14,267 | -44.0% | 0.15% | -48.1% |
| Q3 2021 | $1,921,000 | -37.7% | 25,496 | -37.5% | 0.29% | -36.9% |
| Q2 2021 | $3,082,000 | +3.4% | 40,805 | -0.1% | 0.46% | -3.9% |
| Q1 2021 | $2,982,000 | -6.9% | 40,857 | -6.3% | 0.48% | -19.2% |
| Q4 2020 | $3,202,000 | -26.7% | 43,612 | -32.0% | 0.60% | -34.1% |
| Q3 2020 | $4,369,000 | -42.8% | 64,121 | -44.6% | 0.91% | -46.2% |
| Q2 2020 | $7,642,000 | +0.8% | 115,680 | -5.3% | 1.69% | -15.5% |
| Q1 2020 | $7,578,000 | -4.5% | 122,123 | +14.7% | 2.00% | +21.3% |
| Q4 2019 | $7,934,000 | +18.5% | 106,435 | +16.5% | 1.65% | +11.2% |
| Q3 2019 | $6,694,000 | +12.3% | 91,353 | +11.3% | 1.48% | +10.5% |
| Q2 2019 | $5,960,000 | +29.2% | 82,055 | +28.1% | 1.34% | +22.2% |
| Q1 2019 | $4,612,000 | +33.8% | 64,056 | +23.8% | 1.10% | +17.2% |
| Q4 2018 | $3,448,000 | +14.3% | 51,730 | +24.8% | 0.94% | +36.0% |
| Q3 2018 | $3,017,000 | +27.4% | 41,442 | +24.5% | 0.69% | +15.8% |
| Q2 2018 | $2,369,000 | +11.6% | 33,297 | +15.6% | 0.59% | +4.4% |
| Q1 2018 | $2,123,000 | +7.5% | 28,809 | +6.5% | 0.57% | +7.0% |
| Q4 2017 | $1,974,000 | +17.5% | 27,042 | +14.4% | 0.53% | +11.3% |
| Q3 2017 | $1,680,000 | +26.6% | 23,644 | +23.3% | 0.48% | +7.4% |
| Q2 2017 | $1,327,000 | -58.3% | 19,170 | -60.2% | 0.44% | -61.0% |
| Q1 2017 | $3,180,000 | -2.5% | 48,187 | -9.5% | 1.14% | -8.2% |
| Q4 2016 | $3,261,000 | -5.2% | 53,267 | +4.8% | 1.24% | -10.1% |
| Q3 2016 | $3,439,000 | +9.3% | 50,839 | +7.3% | 1.38% | +6.0% |
| Q2 2016 | $3,147,000 | +22.1% | 47,399 | +22.2% | 1.30% | +17.2% |
| Q1 2016 | $2,577,000 | – | 38,781 | – | 1.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shelter Ins Retirement Plan | 832,000 | $61,115,000 | 30.70% |
| O'Brien Wealth Partners LLC | 724,159 | $54,080,000 | 19.54% |
| Financial Advisors, LLC | 467,031 | $34,285,000 | 15.24% |
| Monterey Private Wealth, Inc. | 305,088 | $22,396,000 | 12.91% |
| Burt Wealth Advisors | 477,880 | $35,081,000 | 12.09% |
| Verde Capital Management | 330,515 | $24,263,000 | 12.07% |
| Peterson Wealth Advisors, LLC | 340,953 | $25,029,000 | 11.01% |
| Personal Wealth Partners | 289,880 | $21,280,000 | 9.95% |
| Merit Financial Group, LLC | 1,255,179 | $92,143,000 | 8.90% |
| JANICZEK WEALTH MANAGEMENT, LLC | 233,982 | $17,177,000 | 8.32% |