ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,335 | -3.4% | 818 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $55,200 | +1.7% | 818 | +2.0% | 0.03% | 0.0% |
| Q1 2023 | $54,273 | +6.4% | 802 | 0.0% | 0.03% | +3.0% |
| Q4 2022 | $51,012 | -73.7% | 802 | -76.4% | 0.03% | -76.1% |
| Q3 2022 | $194,000 | -33.8% | 3,403 | -26.4% | 0.14% | -31.0% |
| Q2 2022 | $293,000 | -21.7% | 4,622 | -10.8% | 0.20% | -11.1% |
| Q1 2022 | $374,000 | -13.8% | 5,179 | -8.3% | 0.22% | -12.5% |
| Q4 2021 | $434,000 | -29.4% | 5,648 | -30.9% | 0.26% | -35.1% |
| Q3 2021 | $615,000 | +2.7% | 8,169 | +3.1% | 0.40% | +3.4% |
| Q2 2021 | $599,000 | -47.3% | 7,923 | -49.2% | 0.38% | -50.8% |
| Q1 2021 | $1,137,000 | -22.0% | 15,583 | -21.5% | 0.78% | -27.5% |
| Q4 2020 | $1,457,000 | – | 19,853 | – | 1.07% | – |
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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% |