ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18 | 0.0% | 273 | +1.9% | 0.01% | 0.0% |
| Q1 2024 | $18 | 0.0% | 268 | 0.0% | 0.01% | -14.3% |
| Q4 2023 | $18 | +5.9% | 268 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $17 | -5.6% | 268 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $18 | 0.0% | 268 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $18 | +5.9% | 268 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $17 | -99.9% | 268 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $15,000 | -40.0% | 268 | -33.8% | 0.01% | -36.4% |
| Q2 2022 | $25,000 | -19.4% | 405 | -5.8% | 0.01% | -15.4% |
| Q1 2022 | $31,000 | -6.1% | 430 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $33,000 | +10.0% | 430 | +6.2% | 0.01% | 0.0% |
| Q3 2021 | $30,000 | 0.0% | 405 | 0.0% | 0.01% | +7.7% |
| Q2 2021 | $30,000 | +3.4% | 405 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $29,000 | – | 405 | – | 0.01% | – |
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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% |