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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $520,390 | -5.5% | 7,979 | -2.2% | 0.21% | -4.2% |
| Q2 2023 | $550,733 | -2.6% | 8,159 | -2.4% | 0.22% | -8.1% |
| Q1 2023 | $565,419 | +6.4% | 8,358 | 0.0% | 0.24% | -2.9% |
| Q4 2022 | $531,443 | -0.7% | 8,358 | -10.9% | 0.24% | -12.9% |
| Q3 2022 | $535,000 | +90.4% | 9,384 | +111.6% | 0.28% | +118.9% |
| Q2 2022 | $281,000 | -43.2% | 4,434 | -35.4% | 0.13% | -36.8% |
| Q1 2022 | $495,000 | – | 6,862 | – | 0.20% | – |
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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% |