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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $270 | -2.9% | 3,894 | -0.6% | 0.13% | -5.0% |
| Q1 2024 | $278 | +1.8% | 3,916 | -0.6% | 0.14% | -9.7% |
| Q4 2023 | $273 | +7.5% | 3,938 | +1.1% | 0.15% | -8.9% |
| Q3 2023 | $254 | -3.4% | 3,894 | 0.0% | 0.17% | -1.2% |
| Q2 2023 | $263 | 0.0% | 3,894 | 0.0% | 0.17% | -6.0% |
| Q1 2023 | $263 | +6.0% | 3,894 | 0.0% | 0.18% | -3.7% |
| Q4 2022 | $248 | -100.0% | 3,894 | -56.5% | 0.19% | -53.9% |
| Q3 2022 | $510,000 | -10.1% | 8,952 | 0.0% | 0.41% | -21.5% |
| Q2 2022 | $567,000 | -34.3% | 8,952 | -25.1% | 0.52% | -25.3% |
| Q1 2022 | $863,000 | -13.5% | 11,957 | -8.0% | 0.70% | -16.1% |
| Q4 2021 | $998,000 | – | 13,000 | – | 0.83% | – |
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% |