ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 469 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,328,515 | -3.5% | 81,701 | -0.1% | 0.08% | 0.0% |
| Q2 2023 | $5,520,848 | -6.8% | 81,791 | -6.6% | 0.08% | -14.8% |
| Q1 2023 | $5,924,936 | +6.4% | 87,582 | +0.0% | 0.09% | -1.1% |
| Q4 2022 | $5,567,258 | -3.6% | 87,556 | -13.5% | 0.09% | -11.0% |
| Q3 2022 | $5,773,324 | -25.2% | 101,263 | -16.9% | 0.10% | -31.0% |
| Q2 2022 | $7,718,000 | -16.8% | 121,908 | -5.2% | 0.14% | -5.8% |
| Q1 2022 | $9,274,000 | – | 128,564 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shelter Ins Retirement Plan | 832,000 | $61,115,000 | 30.70% |
| O'Brien Wealth Partners LLC | 724,159 | $54,080,000 | 19.54% |
| Financial Advisors, LLC | 467,031 | $34,285,000 | 15.24% |
| Monterey Private Wealth, Inc. | 305,088 | $22,396,000 | 12.91% |
| Burt Wealth Advisors | 477,880 | $35,081,000 | 12.09% |
| Verde Capital Management | 330,515 | $24,263,000 | 12.07% |
| Peterson Wealth Advisors, LLC | 340,953 | $25,029,000 | 11.01% |
| Personal Wealth Partners | 289,880 | $21,280,000 | 9.95% |
| Merit Financial Group, LLC | 1,255,179 | $92,143,000 | 8.90% |
| JANICZEK WEALTH MANAGEMENT, LLC | 233,982 | $17,177,000 | 8.32% |