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 | $7,842 | +93.2% | 120 | +100.0% | 0.00% | +100.0% |
| Q2 2023 | $4,058 | -0.2% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,067 | +6.4% | 60 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,822 | +27.4% | 60 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | -100.0% | 60 | -93.3% | 0.00% | -94.1% |
| Q2 2022 | $56,353,000 | +1408725.0% | 890 | +1383.3% | 0.03% | +1033.3% |
| Q1 2022 | $4,000 | -99.9% | 60 | -99.9% | 0.00% | -99.9% |
| Q4 2021 | $3,366,000 | -30.3% | 43,832 | -31.6% | 2.15% | -20.7% |
| Q3 2021 | $4,831,000 | +15.3% | 64,108 | +15.7% | 2.71% | -19.6% |
| Q2 2021 | $4,191,000 | – | 55,418 | – | 3.37% | – |
Download | ||||||
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% |