ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 539 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $311,250 | -35.9% | 4,772 | -33.7% | 0.03% | -37.0% |
Q2 2023 | $485,751 | +0.3% | 7,196 | +0.5% | 0.05% | -8.0% |
Q1 2023 | $484,204 | +6.7% | 7,157 | +0.3% | 0.05% | -5.7% |
Q4 2022 | $453,710 | -40.5% | 7,135 | -46.6% | 0.05% | -41.8% |
Q3 2022 | $762,000 | -20.0% | 13,361 | -11.3% | 0.09% | -22.2% |
Q2 2022 | $953,000 | -15.1% | 15,057 | -3.3% | 0.12% | -10.0% |
Q1 2022 | $1,123,000 | -13.5% | 15,563 | -8.0% | 0.13% | -20.7% |
Q4 2021 | $1,299,000 | +0.6% | 16,923 | -1.3% | 0.16% | -18.4% |
Q3 2021 | $1,291,000 | +2.9% | 17,142 | +3.1% | 0.20% | +2.0% |
Q2 2021 | $1,255,000 | +3.1% | 16,620 | -0.3% | 0.20% | -23.9% |
Q1 2021 | $1,217,000 | -0.9% | 16,674 | -0.3% | 0.26% | -15.9% |
Q4 2020 | $1,228,000 | +0.1% | 16,732 | -7.1% | 0.31% | -18.9% |
Q3 2020 | $1,227,000 | -0.3% | 18,006 | -3.4% | 0.38% | -12.4% |
Q2 2020 | $1,231,000 | -30.6% | 18,631 | -34.8% | 0.43% | -58.1% |
Q1 2020 | $1,773,000 | +1415.4% | 28,579 | +1686.2% | 1.04% | +1076.1% |
Q3 2019 | $117,000 | -91.6% | 1,600 | -91.7% | 0.09% | -92.6% |
Q2 2019 | $1,395,000 | -27.8% | 19,206 | -28.4% | 1.19% | -32.1% |
Q1 2019 | $1,931,000 | – | 26,826 | – | 1.75% | – |
Download |
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% |