ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 475 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $464,220 | +1.1% | 6,479 | 0.0% | 0.02% | +10.5% |
| Q1 2024 | $459,232 | -1.7% | 6,479 | -20.0% | 0.02% | -63.5% |
| Q3 2022 | $467,000 | -24.8% | 8,098 | -16.4% | 0.05% | -38.8% |
| Q2 2022 | $621,000 | -9.9% | 9,681 | 0.0% | 0.08% | -3.4% |
| Q1 2022 | $689,000 | -3.2% | 9,681 | 0.0% | 0.09% | +1.1% |
| Q4 2021 | $712,000 | -8.4% | 9,681 | -3.0% | 0.09% | +2.4% |
| Q3 2021 | $777,000 | -3.6% | 9,977 | -3.7% | 0.08% | -24.8% |
| Q2 2021 | $806,000 | +2.9% | 10,355 | 0.0% | 0.11% | -35.1% |
| Q1 2021 | $783,000 | – | 10,355 | – | 0.17% | – |
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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% |