ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 428 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $249,583 | -13.6% | 3,698 | -13.4% | 0.02% | -17.4% |
| Q1 2023 | $288,958 | +1.4% | 4,271 | -4.7% | 0.02% | 0.0% |
| Q4 2022 | $284,885 | +11.3% | 4,480 | -0.4% | 0.02% | 0.0% |
| Q3 2022 | $256,000 | -28.7% | 4,498 | -20.6% | 0.02% | -25.8% |
| Q2 2022 | $359,000 | -15.1% | 5,667 | -3.4% | 0.03% | 0.0% |
| Q1 2022 | $423,000 | -20.0% | 5,864 | -14.9% | 0.03% | -13.9% |
| Q4 2021 | $529,000 | +0.4% | 6,893 | -1.4% | 0.04% | -7.7% |
| Q3 2021 | $527,000 | +16.9% | 6,994 | +2.4% | 0.04% | -13.3% |
| Q2 2020 | $451,000 | -6.4% | 6,830 | -12.0% | 0.04% | -25.0% |
| Q1 2020 | $482,000 | -17.5% | 7,764 | -0.9% | 0.06% | +3.4% |
| Q4 2019 | $584,000 | +0.2% | 7,838 | -1.5% | 0.06% | -4.9% |
| Q3 2019 | $583,000 | -25.4% | 7,961 | -32.0% | 0.06% | -40.2% |
| Q4 2018 | $781,000 | – | 11,713 | – | 0.10% | – |
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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% |