ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 454 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,764,000 | -10.0% | 48,487 | 0.0% | 2.33% | -4.1% |
| Q2 2022 | $3,070,000 | -19.2% | 48,487 | -8.0% | 2.43% | -1.4% |
| Q1 2022 | $3,800,000 | -6.9% | 52,682 | -0.9% | 2.46% | -0.2% |
| Q4 2021 | $4,083,000 | -1.4% | 53,181 | -3.3% | 2.47% | -6.4% |
| Q3 2021 | $4,142,000 | -1.8% | 54,971 | -1.5% | 2.64% | -0.9% |
| Q2 2021 | $4,216,000 | – | 55,811 | – | 2.66% | – |
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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% |