ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 511 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $448,910 | +85.5% | 6,883 | +92.0% | 0.00% | – |
| Q2 2023 | $241,988 | -8.4% | 3,585 | -8.2% | 0.00% | – |
| Q1 2023 | $264,173 | -8.6% | 3,905 | -14.1% | 0.00% | – |
| Q4 2022 | $289,121 | +16.6% | 4,547 | +4.4% | 0.00% | – |
| Q3 2022 | $248,000 | -30.7% | 4,355 | -23.0% | 0.00% | – |
| Q2 2022 | $358,000 | -45.8% | 5,655 | -38.3% | 0.00% | – |
| Q1 2022 | $661,000 | -37.1% | 9,167 | -33.1% | 0.00% | – |
| Q4 2021 | $1,051,000 | -95.9% | 13,700 | -96.0% | 0.00% | -100.0% |
| Q3 2021 | $25,678,000 | +969.5% | 340,828 | +972.4% | 0.01% | +900.0% |
| Q2 2021 | $2,401,000 | -47.3% | 31,782 | -49.1% | 0.00% | -50.0% |
| Q1 2021 | $4,558,000 | -32.3% | 62,449 | -32.0% | 0.00% | -33.3% |
| Q4 2020 | $6,737,000 | +15.2% | 91,776 | +6.9% | 0.00% | 0.0% |
| Q3 2020 | $5,850,000 | +11.4% | 85,858 | +11.1% | 0.00% | 0.0% |
| Q2 2020 | $5,249,000 | +13.8% | 77,268 | +10.4% | 0.00% | +50.0% |
| Q1 2015 | $4,612,000 | -0.2% | 70,003 | -6.5% | 0.00% | 0.0% |
| Q4 2014 | $4,622,000 | -26.2% | 74,903 | -25.2% | 0.00% | -33.3% |
| Q3 2014 | $6,266,000 | -4.3% | 100,100 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $6,545,000 | +6.0% | 100,100 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $6,172,000 | +0.2% | 100,100 | -1.0% | 0.00% | 0.0% |
| Q3 2013 | $6,161,000 | +6.6% | 101,100 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $5,777,000 | – | 101,100 | – | 0.00% | – |
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% |