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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $23 | +4.5% | 339 | +2.1% | 0.01% | +12.5% |
| Q1 2023 | $22 | -65.6% | 332 | -66.8% | 0.01% | -68.0% |
| Q4 2022 | $64 | -99.9% | 999 | -16.6% | 0.02% | -21.9% |
| Q3 2022 | $68,000 | -10.5% | 1,198 | 0.0% | 0.03% | -3.0% |
| Q2 2022 | $76,000 | -21.6% | 1,198 | -10.6% | 0.03% | -5.7% |
| Q1 2022 | $97,000 | -5.8% | 1,340 | 0.0% | 0.04% | -2.8% |
| Q4 2021 | $103,000 | +3.0% | 1,340 | +0.6% | 0.04% | -7.7% |
| Q3 2021 | $100,000 | -1.0% | 1,332 | 0.0% | 0.04% | -4.9% |
| Q2 2021 | $101,000 | +274.1% | 1,332 | +263.9% | 0.04% | +192.9% |
| Q1 2021 | $27,000 | 0.0% | 366 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $27,000 | +8.0% | 366 | 0.0% | 0.01% | -6.7% |
| Q3 2020 | $25,000 | +4.2% | 366 | 0.0% | 0.02% | -6.2% |
| Q2 2020 | $24,000 | +4.3% | 366 | 0.0% | 0.02% | -23.8% |
| Q1 2020 | $23,000 | -14.8% | 366 | 0.0% | 0.02% | +5.0% |
| Q4 2019 | $27,000 | 0.0% | 366 | 0.0% | 0.02% | -4.8% |
| Q3 2019 | $27,000 | 0.0% | 366 | 0.0% | 0.02% | -4.5% |
| Q2 2019 | $27,000 | +3.8% | 366 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $26,000 | – | 366 | – | 0.02% | – |
Download | ||||||
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% |