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 2022 | $765,000 | -11.0% | 13,425 | -1.1% | 0.11% | -14.6% |
| Q2 2022 | $860,000 | -12.9% | 13,580 | -0.7% | 0.13% | -9.1% |
| Q1 2022 | $987,000 | -8.5% | 13,680 | -2.7% | 0.14% | -0.7% |
| Q4 2021 | $1,079,000 | +1.7% | 14,057 | -0.1% | 0.14% | -1.4% |
| Q3 2021 | $1,061,000 | -51.4% | 14,078 | -51.3% | 0.15% | -54.4% |
| Q2 2021 | $2,185,000 | +2.6% | 28,930 | -0.9% | 0.32% | +3.6% |
| Q1 2021 | $2,130,000 | -1.0% | 29,180 | -0.4% | 0.31% | -8.3% |
| Q4 2020 | $2,151,000 | – | 29,299 | – | 0.34% | – |
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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% |