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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,179 | -6.6% | 4,633 | -3.3% | 0.03% | 0.0% |
| Q2 2023 | $323,543 | +0.6% | 4,793 | +0.9% | 0.03% | -3.1% |
| Q1 2023 | $321,488 | +2.4% | 4,752 | -3.7% | 0.03% | 0.0% |
| Q4 2022 | $313,934 | +10.5% | 4,937 | -1.1% | 0.03% | +6.7% |
| Q3 2022 | $284,000 | -9.3% | 4,990 | +1.1% | 0.03% | -6.2% |
| Q2 2022 | $313,000 | -17.4% | 4,937 | -6.1% | 0.03% | -5.9% |
| Q1 2022 | $379,000 | -15.0% | 5,257 | -9.5% | 0.03% | -12.8% |
| Q4 2021 | $446,000 | +1.8% | 5,807 | 0.0% | 0.04% | -7.1% |
| Q3 2021 | $438,000 | -4.8% | 5,807 | -4.7% | 0.04% | -4.5% |
| Q2 2021 | $460,000 | +5.3% | 6,093 | +1.8% | 0.04% | 0.0% |
| Q1 2021 | $437,000 | +11.5% | 5,984 | +12.1% | 0.04% | +7.3% |
| Q4 2020 | $392,000 | – | 5,337 | – | 0.04% | – |
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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% |