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 | $729,829 | -9.2% | 11,190 | -6.1% | 0.05% | -3.8% |
| Q2 2023 | $804,146 | -0.9% | 11,913 | -0.7% | 0.05% | +17.8% |
| Q1 2023 | $811,323 | +36.2% | 11,993 | +28.0% | 0.04% | +15.4% |
| Q4 2022 | $595,586 | +12.8% | 9,367 | +1.1% | 0.04% | +2.6% |
| Q3 2022 | $528,000 | 0.0% | 9,262 | +11.2% | 0.04% | +2.7% |
| Q2 2022 | $528,000 | +15.0% | 8,332 | +30.8% | 0.04% | +32.1% |
| Q1 2022 | $459,000 | -8.9% | 6,370 | -3.0% | 0.03% | -9.7% |
| Q4 2021 | $504,000 | – | 6,565 | – | 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% |