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 | $1,256,730 | -24.2% | 19,269 | -21.5% | 0.18% | -25.5% |
| Q2 2023 | $1,657,436 | -37.8% | 24,554 | -37.7% | 0.24% | -43.6% |
| Q1 2023 | $2,666,162 | -19.4% | 39,411 | -24.3% | 0.42% | -32.7% |
| Q4 2022 | $3,308,280 | -13.3% | 52,029 | -22.3% | 0.62% | -13.8% |
| Q3 2022 | $3,816,000 | -11.1% | 66,937 | +24.0% | 0.72% | -14.5% |
| Q2 2022 | $4,291,000 | +4.3% | 53,973 | -11.6% | 0.84% | +31.6% |
| Q1 2022 | $4,113,000 | +62.1% | 61,044 | +49.2% | 0.64% | -19.8% |
| Q1 2020 | $2,538,000 | -14.9% | 40,909 | +2.3% | 0.80% | -18.3% |
| Q4 2019 | $2,981,000 | – | 39,991 | – | 0.98% | – |
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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% |