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 | $38,813 | -0.2% | 575 | 0.0% | 0.02% | +4.5% |
| Q1 2023 | $38,899 | +6.4% | 575 | 0.0% | 0.02% | +10.0% |
| Q4 2022 | $36,561 | +10.8% | 575 | 0.0% | 0.02% | +11.1% |
| Q3 2022 | $33,000 | -8.3% | 575 | 0.0% | 0.02% | +12.5% |
| Q2 2022 | $36,000 | -51.4% | 575 | -44.1% | 0.02% | -46.7% |
| Q1 2022 | $74,000 | -42.2% | 1,029 | -38.4% | 0.03% | -40.0% |
| Q4 2021 | $128,000 | -9.2% | 1,670 | -10.6% | 0.05% | -13.8% |
| Q3 2021 | $141,000 | -2.8% | 1,869 | -2.7% | 0.06% | -3.3% |
| Q2 2021 | $145,000 | -16.7% | 1,920 | -19.6% | 0.06% | -34.1% |
| Q1 2021 | $174,000 | -47.6% | 2,388 | -47.2% | 0.09% | -71.0% |
| Q4 2020 | $332,000 | – | 4,519 | – | 0.31% | – |
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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% |