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 | $574,461 | -5.2% | 8,808 | -1.9% | 0.38% | -4.3% |
| Q2 2023 | $605,791 | -11.7% | 8,975 | -11.6% | 0.39% | -7.3% |
| Q1 2023 | $686,435 | +0.7% | 10,147 | -5.4% | 0.42% | -5.3% |
| Q4 2022 | $681,686 | -0.9% | 10,721 | -11.1% | 0.45% | -8.4% |
| Q3 2022 | $688,000 | -13.7% | 12,065 | -4.2% | 0.49% | -19.8% |
| Q2 2022 | $797,000 | -17.1% | 12,590 | -5.5% | 0.61% | -8.1% |
| Q1 2022 | $961,000 | -6.2% | 13,323 | -0.2% | 0.66% | -3.9% |
| Q4 2021 | $1,024,000 | +4.4% | 13,344 | +2.5% | 0.69% | -19.5% |
| Q3 2021 | $981,000 | -0.5% | 13,022 | -0.2% | 0.86% | -15.0% |
| Q2 2021 | $986,000 | – | 13,046 | – | 1.01% | – |
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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% |