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 | $88,699 | -9.9% | 1,360 | -6.8% | 0.01% | -12.5% |
| Q2 2023 | $98,483 | -50.0% | 1,459 | -49.9% | 0.02% | -51.5% |
| Q1 2023 | $197,132 | -96.9% | 2,914 | -97.1% | 0.03% | -97.2% |
| Q4 2022 | $6,455,213 | +17.3% | 101,521 | +5.2% | 1.16% | +7.6% |
| Q3 2022 | $5,503,000 | +101.4% | 96,519 | +123.6% | 1.08% | +97.1% |
| Q2 2022 | $2,733,000 | -31.4% | 43,175 | -19.2% | 0.55% | -14.2% |
| Q4 2019 | $3,983,000 | – | 53,432 | – | 0.64% | – |
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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% |