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 | $378,276 | -3.4% | 5,800 | 0.0% | 0.10% | -1.9% |
| Q2 2023 | $391,500 | -0.2% | 5,800 | 0.0% | 0.10% | -4.6% |
| Q1 2023 | $392,370 | +6.4% | 5,800 | 0.0% | 0.11% | +1.9% |
| Q4 2022 | $368,793 | +11.4% | 5,800 | 0.0% | 0.11% | +5.0% |
| Q3 2022 | $331,000 | -9.8% | 5,800 | 0.0% | 0.10% | -17.9% |
| Q2 2022 | $367,000 | -12.2% | 5,800 | 0.0% | 0.12% | -1.6% |
| Q1 2022 | $418,000 | -6.1% | 5,800 | 0.0% | 0.12% | -5.3% |
| Q4 2021 | $445,000 | +1.8% | 5,800 | 0.0% | 0.13% | -2.9% |
| Q3 2021 | $437,000 | -0.2% | 5,800 | 0.0% | 0.14% | -1.4% |
| Q2 2021 | $438,000 | +3.5% | 5,800 | 0.0% | 0.14% | -3.5% |
| Q1 2021 | $423,000 | -0.7% | 5,800 | 0.0% | 0.14% | -6.5% |
| Q4 2020 | $426,000 | +7.8% | 5,800 | 0.0% | 0.15% | 0.0% |
| Q3 2020 | $395,000 | +3.1% | 5,800 | 0.0% | 0.15% | -5.0% |
| Q2 2020 | $383,000 | +4.6% | 5,800 | -1.7% | 0.16% | -6.4% |
| Q1 2020 | $366,000 | – | 5,900 | – | 0.17% | – |
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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% |