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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $478,391 | -3.8% | 7,335 | -0.4% | 0.29% | +0.3% |
Q2 2023 | $497,144 | -8.2% | 7,365 | -8.0% | 0.29% | -14.6% |
Q1 2023 | $541,337 | +6.2% | 8,002 | -0.2% | 0.34% | -0.6% |
Q4 2022 | $509,697 | +7.8% | 8,016 | -3.4% | 0.34% | +1.8% |
Q3 2022 | $473,000 | -10.4% | 8,299 | -0.4% | 0.34% | -7.7% |
Q2 2022 | $528,000 | -12.1% | 8,329 | 0.0% | 0.37% | +2.5% |
Q1 2022 | $601,000 | -5.1% | 8,329 | +1.0% | 0.36% | -8.5% |
Q4 2021 | $633,000 | +3.8% | 8,248 | +1.8% | 0.39% | -12.0% |
Q3 2021 | $610,000 | -1.8% | 8,102 | -1.5% | 0.44% | -2.6% |
Q2 2021 | $621,000 | +1.3% | 8,224 | -2.0% | 0.46% | -11.3% |
Q1 2021 | $613,000 | -1.1% | 8,394 | -0.5% | 0.51% | -1.5% |
Q4 2020 | $620,000 | – | 8,440 | – | 0.52% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shelter Ins Retirement Plan | 832,000 | $61,115,000 | 30.70% |
O'Brien Wealth Partners LLC | 724,159 | $54,080,000 | 19.54% |
Financial Advisors, LLC | 467,031 | $34,285,000 | 15.24% |
Monterey Private Wealth, Inc. | 305,088 | $22,396,000 | 12.91% |
Burt Wealth Advisors | 477,880 | $35,081,000 | 12.09% |
Verde Capital Management | 330,515 | $24,263,000 | 12.07% |
Peterson Wealth Advisors, LLC | 340,953 | $25,029,000 | 11.01% |
Personal Wealth Partners | 289,880 | $21,280,000 | 9.95% |
Merit Financial Group, LLC | 1,255,179 | $92,143,000 | 8.90% |
JANICZEK WEALTH MANAGEMENT, LLC | 233,982 | $17,177,000 | 8.32% |