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 | $1,032,709 | -4.0% | 15,834 | -0.6% | 0.23% | -3.3% |
| Q2 2023 | $1,075,696 | -5.7% | 15,936 | -5.5% | 0.24% | -10.5% |
| Q1 2023 | $1,140,913 | +5.9% | 16,865 | -0.4% | 0.27% | -0.4% |
| Q4 2022 | $1,076,999 | +2098.0% | 16,938 | +1862.7% | 0.27% | +1686.7% |
| Q3 2022 | $49,000 | -10.9% | 863 | 0.0% | 0.02% | -11.8% |
| Q2 2022 | $55,000 | -80.6% | 863 | -76.6% | 0.02% | -78.2% |
| Q4 2021 | $283,000 | +25.2% | 3,683 | +22.6% | 0.08% | +16.4% |
| Q3 2021 | $226,000 | – | 3,003 | – | 0.07% | – |
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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% |