ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
Download |
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% |