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 | $354,171 | -3.4% | 5,430 | 0.0% | 0.14% | +0.7% |
Q2 2023 | $366,553 | -0.2% | 5,430 | 0.0% | 0.14% | -5.5% |
Q1 2023 | $367,367 | +6.4% | 5,430 | 0.0% | 0.15% | +0.7% |
Q4 2022 | $345,293 | +11.4% | 5,430 | 0.0% | 0.14% | +4.3% |
Q3 2022 | $310,000 | -9.9% | 5,430 | 0.0% | 0.14% | -6.7% |
Q2 2022 | $344,000 | -12.2% | 5,430 | 0.0% | 0.15% | -3.2% |
Q1 2022 | $392,000 | -6.0% | 5,430 | 0.0% | 0.15% | -4.9% |
Q4 2021 | $417,000 | -83.3% | 5,430 | -83.6% | 0.16% | -83.7% |
Q3 2021 | $2,490,000 | -0.2% | 33,048 | 0.0% | 0.99% | +5.3% |
Q2 2021 | $2,496,000 | +4.9% | 33,048 | +1.4% | 0.94% | -0.2% |
Q1 2021 | $2,380,000 | -22.8% | 32,606 | -22.4% | 0.94% | -24.4% |
Q4 2020 | $3,083,000 | -19.4% | 41,992 | -25.3% | 1.25% | -16.6% |
Q3 2020 | $3,827,000 | +3.1% | 56,178 | 0.0% | 1.50% | -11.1% |
Q2 2020 | $3,711,000 | +7.7% | 56,178 | +1.1% | 1.68% | -5.5% |
Q1 2020 | $3,447,000 | -18.7% | 55,546 | -2.4% | 1.78% | -7.4% |
Q4 2019 | $4,241,000 | – | 56,900 | – | 1.92% | – |
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% |