ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 251 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 3.33 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,742 | -57.9% | 962 | -56.5% | 0.00% | -60.0% |
| Q2 2023 | $149,175 | -19.2% | 2,210 | -19.0% | 0.01% | -28.6% |
| Q1 2023 | $184,550 | +1.0% | 2,728 | -5.0% | 0.01% | -12.5% |
| Q4 2022 | $182,680 | +5.6% | 2,873 | -5.1% | 0.01% | 0.0% |
| Q3 2022 | $173,000 | -56.8% | 3,026 | -52.2% | 0.01% | -55.6% |
| Q2 2022 | $400,000 | -6.8% | 6,326 | +6.3% | 0.02% | +5.9% |
| Q1 2022 | $429,000 | -3.4% | 5,951 | +2.9% | 0.02% | +13.3% |
| Q4 2021 | $444,000 | +16.8% | 5,786 | +14.8% | 0.02% | -28.6% |
| Q3 2021 | $380,000 | -8.2% | 5,041 | -8.0% | 0.02% | -8.7% |
| Q2 2021 | $414,000 | +2.5% | 5,481 | -0.9% | 0.02% | -8.0% |
| Q1 2021 | $404,000 | +19.2% | 5,531 | +19.8% | 0.02% | +13.6% |
| Q4 2020 | $339,000 | +232.4% | 4,617 | +207.2% | 0.02% | +175.0% |
| Q3 2020 | $102,000 | +12.1% | 1,503 | +9.5% | 0.01% | 0.0% |
| Q2 2020 | $91,000 | +152.8% | 1,373 | +135.5% | 0.01% | +100.0% |
| Q1 2020 | $36,000 | -16.3% | 583 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $43,000 | 0.0% | 583 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $43,000 | +2.4% | 583 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $42,000 | +44.8% | 583 | +21.2% | 0.00% | +33.3% |
| Q4 2016 | $29,000 | – | 481 | – | 0.00% | – |
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% |