ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $63,521 | -2.3% | 999 | -11.9% | 0.04% | -14.6% |
Q3 2022 | $65,000 | -16.7% | 1,134 | -8.2% | 0.05% | -12.7% |
Q2 2022 | $78,000 | -71.3% | 1,235 | -67.2% | 0.06% | -70.1% |
Q1 2022 | $272,000 | -21.6% | 3,765 | -16.6% | 0.18% | -30.0% |
Q4 2021 | $347,000 | -31.2% | 4,517 | -32.5% | 0.26% | -35.4% |
Q3 2021 | $504,000 | +2.2% | 6,691 | +2.5% | 0.41% | -5.3% |
Q2 2021 | $493,000 | +6.9% | 6,527 | +3.4% | 0.43% | +1.9% |
Q1 2021 | $461,000 | -4.4% | 6,310 | -3.9% | 0.42% | -10.2% |
Q4 2020 | $482,000 | – | 6,569 | – | 0.47% | – |
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% |