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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,603,550 | -5.6% | 127,460 | -5.4% | 4.64% | -7.7% |
| Q1 2023 | $9,114,890 | +51.1% | 134,736 | +42.5% | 5.03% | +24.8% |
| Q4 2022 | $6,030,440 | -25.0% | 94,521 | -33.0% | 4.03% | -18.9% |
| Q3 2022 | $8,039,000 | +0.1% | 141,002 | +11.2% | 4.97% | +2.0% |
| Q2 2022 | $8,028,000 | -7.0% | 126,797 | +5.9% | 4.87% | +8.5% |
| Q1 2022 | $8,635,000 | +2.4% | 119,696 | +4.0% | 4.49% | -1.1% |
| Q4 2021 | $8,430,000 | +0.1% | 115,039 | +2.9% | 4.54% | -3.3% |
| Q3 2021 | $8,423,000 | +7.9% | 111,803 | +8.2% | 4.69% | +5.2% |
| Q2 2021 | $7,807,000 | +5.9% | 103,346 | +3.0% | 4.46% | -0.3% |
| Q1 2021 | $7,373,000 | +16.7% | 100,342 | +17.8% | 4.47% | +2.5% |
| Q4 2020 | $6,317,000 | +13.1% | 85,215 | +5.6% | 4.36% | -2.4% |
| Q3 2020 | $5,583,000 | +10.7% | 80,658 | +6.9% | 4.47% | -0.9% |
| Q2 2020 | $5,042,000 | +7.4% | 75,441 | +3.7% | 4.51% | -6.4% |
| Q1 2020 | $4,693,000 | -10.1% | 72,755 | +5.4% | 4.82% | +11.6% |
| Q4 2019 | $5,221,000 | – | 69,033 | – | 4.32% | – |
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% |