ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 539 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,436 | -3.4% | 528 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $35,640 | -2.4% | 528 | -2.2% | 0.00% | 0.0% |
| Q1 2023 | $36,531 | +104274.3% | 540 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $35 | -100.0% | 540 | -71.9% | 0.00% | -60.0% |
| Q3 2022 | $110,000 | -9.1% | 1,923 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $121,000 | -68.2% | 1,923 | -63.5% | 0.01% | -61.5% |
| Q1 2022 | $380,000 | +28.4% | 5,273 | +37.1% | 0.01% | +30.0% |
| Q4 2021 | $296,000 | +16.1% | 3,845 | +13.7% | 0.01% | +100.0% |
| Q3 2021 | $255,000 | -19.8% | 3,382 | -19.6% | 0.01% | -58.3% |
| Q2 2021 | $318,000 | +1.9% | 4,205 | -1.5% | 0.01% | -7.7% |
| Q1 2021 | $312,000 | – | 4,270 | – | 0.01% | – |
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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% |