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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $235,000 | +2.6% | 3,063 | +0.7% | 0.00% | 0.0% |
| Q3 2021 | $229,000 | -15.5% | 3,043 | -17.8% | 0.00% | -20.0% |
| Q4 2020 | $271,000 | -32.1% | 3,700 | -36.7% | 0.01% | -44.4% |
| Q3 2020 | $399,000 | -4.8% | 5,849 | -7.9% | 0.01% | -10.0% |
| Q2 2020 | $419,000 | -45.5% | 6,349 | -48.8% | 0.01% | -54.5% |
| Q1 2020 | $769,000 | -18.3% | 12,393 | -1.8% | 0.02% | +4.8% |
| Q4 2019 | $941,000 | +3.4% | 12,614 | +1.6% | 0.02% | -4.5% |
| Q3 2019 | $910,000 | +6.1% | 12,412 | +5.1% | 0.02% | +4.8% |
| Q2 2019 | $858,000 | -12.7% | 11,806 | -13.5% | 0.02% | -12.5% |
| Q1 2019 | $983,000 | +68.9% | 13,651 | +56.4% | 0.02% | +41.2% |
| Q4 2018 | $582,000 | +114.0% | 8,730 | +134.0% | 0.02% | +142.9% |
| Q3 2018 | $272,000 | +3300.0% | 3,730 | +3143.5% | 0.01% | – |
| Q3 2017 | $8,000 | – | 115 | – | 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% |