ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 511 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,073,438 | -4.0% | 47,124 | -0.7% | 2.22% | -2.6% |
| Q2 2023 | $3,202,211 | +0.4% | 47,440 | +0.6% | 2.28% | -5.5% |
| Q1 2023 | $3,190,028 | +4.2% | 47,155 | -2.1% | 2.42% | -4.0% |
| Q4 2022 | $3,062,177 | +15.4% | 48,159 | +3.4% | 2.52% | -2.7% |
| Q3 2022 | $2,654,000 | -8.7% | 46,555 | +1.4% | 2.59% | -4.7% |
| Q2 2022 | $2,908,000 | -7.1% | 45,930 | +5.9% | 2.72% | +0.1% |
| Q1 2022 | $3,129,000 | +0.5% | 43,373 | +7.0% | 2.72% | +4.9% |
| Q4 2021 | $3,112,000 | – | 40,536 | – | 2.59% | – |
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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% |