ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 460 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,742 | -12.1% | 3,523 | -9.0% | 0.01% | -11.1% |
| Q2 2023 | $261,398 | -4.4% | 3,873 | -4.1% | 0.01% | 0.0% |
| Q1 2023 | $273,305 | +6.4% | 4,040 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $256,883 | +12.2% | 4,040 | +0.4% | 0.01% | 0.0% |
| Q3 2022 | $229,000 | -13.3% | 4,023 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $264,000 | +0.8% | 4,023 | +10.7% | 0.01% | +25.0% |
| Q1 2022 | $262,000 | -6.1% | 3,635 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $279,000 | +2.2% | 3,635 | +0.5% | 0.01% | -11.1% |
| Q3 2021 | $273,000 | 0.0% | 3,617 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $273,000 | +4.2% | 3,617 | +0.9% | 0.01% | 0.0% |
| Q1 2021 | $262,000 | -0.4% | 3,583 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $263,000 | +25.2% | 3,583 | +16.2% | 0.01% | 0.0% |
| Q3 2020 | $210,000 | +2.9% | 3,083 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $204,000 | – | 3,083 | – | 0.01% | – |
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% |