ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 454 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,348,683 | -5.3% | 19,446 | -3.2% | 0.04% | -4.3% |
Q1 2024 | $1,423,553 | +3.9% | 20,084 | +1.7% | 0.05% | -4.1% |
Q4 2023 | $1,369,957 | +30.6% | 19,757 | +22.9% | 0.05% | +22.5% |
Q3 2023 | $1,048,738 | +69.2% | 16,080 | +75.2% | 0.04% | +73.9% |
Q2 2023 | $619,654 | +88548.6% | 9,180 | -11.2% | 0.02% | -14.8% |
Q1 2023 | $699 | +13.3% | 10,336 | +6.5% | 0.03% | +12.5% |
Q4 2022 | $617 | -99.9% | 9,708 | -19.3% | 0.02% | -17.2% |
Q3 2022 | $686,000 | -1.7% | 12,028 | +9.1% | 0.03% | 0.0% |
Q2 2022 | $698,000 | – | 11,028 | – | 0.03% | – |
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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% |