ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $10,242,000 | +6.2% | 139,754 | +5.2% | 0.02% | +5.3% |
| Q2 2019 | $9,646,000 | +111.8% | 132,794 | +109.9% | 0.02% | +5.6% |
| Q1 2019 | $4,555,000 | +12.8% | 63,257 | +4.4% | 0.02% | 0.0% |
| Q4 2018 | $4,039,000 | -0.7% | 60,590 | +8.4% | 0.02% | +20.0% |
| Q3 2018 | $4,068,000 | +11.9% | 55,880 | +9.4% | 0.02% | +7.1% |
| Q2 2018 | $3,634,000 | +10.1% | 51,080 | +14.1% | 0.01% | +7.7% |
| Q1 2018 | $3,300,000 | +2.5% | 44,775 | +1.5% | 0.01% | 0.0% |
| Q4 2017 | $3,220,000 | -4.7% | 44,125 | -7.2% | 0.01% | -13.3% |
| Q3 2017 | $3,379,000 | +2.0% | 47,555 | -0.6% | 0.02% | 0.0% |
| Q2 2017 | $3,312,000 | +5.6% | 47,825 | +0.6% | 0.02% | +7.1% |
| Q1 2017 | $3,137,000 | +381.1% | 47,535 | +346.3% | 0.01% | +366.7% |
| Q4 2016 | $652,000 | +2.8% | 10,650 | +13.7% | 0.00% | 0.0% |
| Q3 2016 | $634,000 | -1.4% | 9,370 | -3.3% | 0.00% | 0.0% |
| Q2 2016 | $643,000 | -16.6% | 9,690 | -16.5% | 0.00% | 0.0% |
| Q1 2016 | $771,000 | +7.7% | 11,610 | +5.2% | 0.00% | 0.0% |
| Q4 2015 | $716,000 | +3.9% | 11,040 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $689,000 | -4.4% | 11,040 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $721,000 | -30.3% | 11,040 | -29.7% | 0.00% | -25.0% |
| Q1 2015 | $1,034,000 | +19.7% | 15,700 | +12.1% | 0.00% | +33.3% |
| Q4 2014 | $864,000 | +6.4% | 14,000 | +8.0% | 0.00% | 0.0% |
| Q3 2014 | $812,000 | +3.7% | 12,960 | +8.3% | 0.00% | 0.0% |
| Q2 2014 | $783,000 | +13.8% | 11,970 | +9.1% | 0.00% | 0.0% |
| Q1 2014 | $688,000 | +9.4% | 10,970 | +7.4% | 0.00% | 0.0% |
| Q4 2013 | $629,000 | – | 10,210 | – | 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% |