ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $354,262 | -23.7% | 5,432 | -21.1% | 0.00% | -50.0% |
Q2 2023 | $464,454 | +26.8% | 6,881 | +27.0% | 0.00% | +100.0% |
Q1 2023 | $366,379 | -8.3% | 5,416 | -13.8% | 0.00% | -50.0% |
Q4 2022 | $399,683 | +11.3% | 6,286 | -0.2% | 0.00% | 0.0% |
Q3 2022 | $359,000 | -6.8% | 6,298 | +3.5% | 0.00% | 0.0% |
Q2 2022 | $385,000 | -12.3% | 6,086 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $439,000 | -40.9% | 6,086 | -37.1% | 0.00% | 0.0% |
Q4 2021 | $743,000 | +37.8% | 9,679 | +35.2% | 0.00% | 0.0% |
Q3 2021 | $539,000 | -1.6% | 7,159 | -1.3% | 0.00% | 0.0% |
Q2 2021 | $548,000 | -80.3% | 7,250 | -81.0% | 0.00% | -80.0% |
Q1 2021 | $2,779,000 | -4.6% | 38,077 | -4.1% | 0.01% | -9.1% |
Q4 2020 | $2,913,000 | +12.3% | 39,685 | +4.3% | 0.01% | 0.0% |
Q3 2020 | $2,593,000 | +19.7% | 38,067 | +16.0% | 0.01% | +10.0% |
Q2 2020 | $2,167,000 | -16.4% | 32,809 | -21.5% | 0.01% | -37.5% |
Q1 2020 | $2,593,000 | -9.1% | 41,796 | +9.2% | 0.02% | +6.7% |
Q4 2019 | $2,853,000 | -8.6% | 38,269 | -10.2% | 0.02% | -16.7% |
Q3 2019 | $3,123,000 | -1.9% | 42,617 | -2.8% | 0.02% | 0.0% |
Q2 2019 | $3,184,000 | +7.0% | 43,827 | +6.0% | 0.02% | 0.0% |
Q1 2019 | $2,976,000 | +4.5% | 41,338 | -3.3% | 0.02% | -14.3% |
Q4 2018 | $2,849,000 | +1.4% | 42,747 | +10.8% | 0.02% | +23.5% |
Q3 2018 | $2,810,000 | +0.0% | 38,592 | -2.3% | 0.02% | -10.5% |
Q2 2018 | $2,809,000 | +0.3% | 39,484 | +3.9% | 0.02% | -5.0% |
Q1 2018 | $2,800,000 | +1.0% | 38,003 | +0.1% | 0.02% | +5.3% |
Q4 2017 | $2,771,000 | +7.9% | 37,966 | +5.1% | 0.02% | 0.0% |
Q3 2017 | $2,568,000 | +10.8% | 36,134 | +8.0% | 0.02% | +11.8% |
Q2 2017 | $2,317,000 | +5.4% | 33,465 | -1.4% | 0.02% | -5.6% |
Q1 2017 | $2,199,000 | +6.3% | 33,937 | +0.4% | 0.02% | 0.0% |
Q4 2016 | $2,068,000 | -13.2% | 33,785 | -4.1% | 0.02% | -14.3% |
Q3 2016 | $2,383,000 | +1.7% | 35,230 | -0.2% | 0.02% | -4.5% |
Q2 2016 | $2,344,000 | +599.7% | 35,303 | +598.4% | 0.02% | +633.3% |
Q1 2016 | $335,000 | – | 5,055 | – | 0.00% | – |
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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% |