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 | $962,712 | -3.5% | 14,761 | -0.1% | 0.02% | 0.0% |
| Q2 2023 | $997,448 | -0.3% | 14,777 | -0.1% | 0.02% | -5.3% |
| Q1 2023 | $1,000,814 | -1.8% | 14,794 | -7.7% | 0.02% | -5.0% |
| Q4 2022 | $1,018,822 | +10.4% | 16,023 | -1.0% | 0.02% | 0.0% |
| Q3 2022 | $923,000 | -30.1% | 16,187 | -22.4% | 0.02% | -28.6% |
| Q2 2022 | $1,320,000 | -12.4% | 20,853 | -0.1% | 0.03% | +3.7% |
| Q1 2022 | $1,506,000 | -7.9% | 20,871 | -2.0% | 0.03% | 0.0% |
| Q4 2021 | $1,635,000 | -11.5% | 21,299 | -13.2% | 0.03% | -18.2% |
| Q3 2021 | $1,848,000 | -3.6% | 24,531 | -3.4% | 0.03% | -10.8% |
| Q2 2021 | $1,918,000 | -19.2% | 25,394 | -22.0% | 0.04% | -22.9% |
| Q1 2021 | $2,375,000 | -2.8% | 32,548 | -2.3% | 0.05% | -5.9% |
| Q4 2020 | $2,444,000 | +4.0% | 33,301 | -3.4% | 0.05% | -7.3% |
| Q3 2020 | $2,349,000 | +2.0% | 34,479 | -1.1% | 0.06% | -3.5% |
| Q2 2020 | $2,303,000 | +54.6% | 34,851 | +45.1% | 0.06% | +32.6% |
| Q1 2020 | $1,490,000 | – | 24,012 | – | 0.04% | – |
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% |