ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 511 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,374,900 | 0.0% | 290 | -99.2% | 0.51% | +35.6% |
| Q4 2022 | $2,374,900 | -72.4% | 37,350 | -75.3% | 0.38% | -86.8% |
| Q3 2022 | $8,605,000 | -10.2% | 150,940 | -0.3% | 2.85% | -2.5% |
| Q2 2022 | $9,583,000 | -9.6% | 151,374 | +3.0% | 2.92% | -7.2% |
| Q1 2022 | $10,602,000 | -6.4% | 146,959 | -0.4% | 3.15% | -7.7% |
| Q4 2021 | $11,331,000 | +10.3% | 147,592 | +8.2% | 3.41% | +5.0% |
| Q3 2021 | $10,277,000 | -5.8% | 136,405 | -5.5% | 3.25% | -0.9% |
| Q2 2021 | $10,906,000 | -2.9% | 144,371 | -6.1% | 3.28% | -15.5% |
| Q1 2021 | $11,228,000 | -22.1% | 153,823 | -21.6% | 3.88% | -16.7% |
| Q4 2020 | $14,405,000 | +11.5% | 196,232 | +3.5% | 4.66% | -7.3% |
| Q3 2020 | $12,922,000 | +28.9% | 189,665 | +25.0% | 5.02% | +16.7% |
| Q2 2020 | $10,027,000 | +447.0% | 151,782 | +413.7% | 4.30% | +361.7% |
| Q1 2020 | $1,833,000 | – | 29,547 | – | 0.93% | – |
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% |