ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 469 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $740 | +1.0% | 11,350 | +4.6% | 0.03% | +3.7% |
| Q2 2023 | $733 | -99.8% | 10,852 | +53.8% | 0.03% | +35.0% |
| Q3 2022 | $402,000 | -29.6% | 7,055 | -21.8% | 0.02% | -23.1% |
| Q2 2022 | $571,000 | -14.0% | 9,017 | -2.0% | 0.03% | -7.1% |
| Q1 2022 | $664,000 | -8.4% | 9,198 | -2.6% | 0.03% | -9.7% |
| Q4 2021 | $725,000 | -36.5% | 9,443 | -37.7% | 0.03% | -42.6% |
| Q3 2021 | $1,141,000 | +2.6% | 15,148 | +2.9% | 0.05% | +1.9% |
| Q2 2021 | $1,112,000 | +20.2% | 14,723 | +16.2% | 0.05% | +8.2% |
| Q1 2021 | $925,000 | +124.5% | 12,673 | +125.9% | 0.05% | +96.0% |
| Q4 2020 | $412,000 | +15.4% | 5,609 | +4.7% | 0.02% | -35.9% |
| Q4 2018 | $357,000 | +25.7% | 5,355 | +37.5% | 0.04% | +30.0% |
| Q3 2018 | $284,000 | +2.5% | 3,895 | 0.0% | 0.03% | -3.2% |
| Q2 2018 | $277,000 | -3.5% | 3,895 | 0.0% | 0.03% | -6.1% |
| Q1 2018 | $287,000 | – | 3,895 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shelter Ins Retirement Plan | 832,000 | $61,115,000 | 30.70% |
| O'Brien Wealth Partners LLC | 724,159 | $54,080,000 | 19.54% |
| Financial Advisors, LLC | 467,031 | $34,285,000 | 15.24% |
| Monterey Private Wealth, Inc. | 305,088 | $22,396,000 | 12.91% |
| Burt Wealth Advisors | 477,880 | $35,081,000 | 12.09% |
| Verde Capital Management | 330,515 | $24,263,000 | 12.07% |
| Peterson Wealth Advisors, LLC | 340,953 | $25,029,000 | 11.01% |
| Personal Wealth Partners | 289,880 | $21,280,000 | 9.95% |
| Merit Financial Group, LLC | 1,255,179 | $92,143,000 | 8.90% |
| JANICZEK WEALTH MANAGEMENT, LLC | 233,982 | $17,177,000 | 8.32% |