ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $388,606 | -3.5% | 5,958 | -0.1% | 0.25% | -6.4% |
| Q2 2023 | $402,529 | -0.5% | 5,963 | -0.3% | 0.26% | +3.5% |
| Q1 2023 | $404,547 | +6.4% | 5,980 | 0.0% | 0.26% | -2.7% |
| Q4 2022 | $380,238 | +11.8% | 5,980 | +0.3% | 0.26% | +2.7% |
| Q3 2022 | $340,000 | -10.1% | 5,965 | 0.0% | 0.26% | -6.6% |
| Q2 2022 | $378,000 | -12.1% | 5,965 | 0.0% | 0.27% | -6.2% |
| Q1 2022 | $430,000 | -6.1% | 5,965 | 0.0% | 0.29% | -1.4% |
| Q4 2021 | $458,000 | – | 5,965 | – | 0.30% | – |
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% |