ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $73,000 | -16.1% | 1,148 | -4.6% | 0.01% | -9.1% |
| Q1 2022 | $87,000 | -16.3% | 1,203 | -11.1% | 0.01% | -8.3% |
| Q4 2021 | $104,000 | +5.1% | 1,353 | +3.4% | 0.01% | 0.0% |
| Q3 2021 | $99,000 | -1.0% | 1,308 | -1.4% | 0.01% | -7.7% |
| Q2 2021 | $100,000 | -2.0% | 1,327 | -5.5% | 0.01% | -7.1% |
| Q1 2021 | $102,000 | -12.8% | 1,404 | -11.9% | 0.01% | -22.2% |
| Q4 2020 | $117,000 | – | 1,594 | – | 0.02% | – |
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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% |