ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,022 | +11.1% | 215 | +15.0% | 0.00% | 0.0% |
| Q2 2023 | $12,623 | -79.2% | 187 | -79.2% | 0.00% | -85.7% |
| Q1 2023 | $60,682 | +85.3% | 897 | +74.2% | 0.01% | +75.0% |
| Q4 2022 | $32,746 | +12.9% | 515 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $29,000 | +11.5% | 515 | +26.2% | 0.00% | +33.3% |
| Q2 2022 | $26,000 | +100.0% | 408 | +118.2% | 0.00% | +200.0% |
| Q1 2022 | $13,000 | -7.1% | 187 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $14,000 | 0.0% | 187 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $14,000 | 0.0% | 187 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | -99.7% | 187 | +171.0% | 0.00% | +100.0% |
| Q1 2021 | $5,036,000 | +100620.0% | 69 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | +25.0% | 69 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -60.0% | 69 | -50.0% | 0.00% | -50.0% |
| Q4 2019 | $10,000 | +100.0% | 138 | +100.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | 0.0% | 69 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $5,000 | – | 69 | – | 0.00% | – |
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% |