ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 517 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 | $543,935 | -7.3% | 8,340 | -4.0% | 0.41% | +231.2% |
Q2 2023 | $586,643 | -6.2% | 8,691 | -6.0% | 0.12% | +5.0% |
Q1 2023 | $625,695 | -75.9% | 9,249 | -77.3% | 0.12% | -77.4% |
Q4 2022 | $2,595,412 | +13.6% | 40,818 | +1.8% | 0.53% | +8.7% |
Q3 2022 | $2,285,000 | +2.4% | 40,094 | +13.7% | 0.48% | +2.1% |
Q2 2022 | $2,232,000 | -3.6% | 35,262 | +9.8% | 0.48% | +12.8% |
Q1 2022 | $2,316,000 | +153.1% | 32,109 | +169.4% | 0.42% | +131.3% |
Q4 2021 | $915,000 | – | 11,920 | – | 0.18% | – |
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% |