ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 454 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,607,154 | -17.6% | 23,173 | -17.9% | 0.08% | -10.7% |
| Q4 2023 | $1,950,869 | -33.2% | 28,228 | -36.9% | 0.08% | -49.7% |
| Q3 2023 | $2,918,329 | -24.9% | 44,746 | -22.3% | 0.17% | -22.7% |
| Q2 2023 | $3,884,973 | -30.4% | 57,555 | -30.2% | 0.22% | -39.3% |
| Q1 2023 | $5,582,100 | -47.0% | 82,514 | -50.1% | 0.36% | -58.4% |
| Q4 2022 | $10,523,828 | – | 165,508 | – | 0.86% | – |
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% |