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 | $114,943 | -27.9% | 1,762 | -25.4% | 0.01% | -25.0% |
| Q2 2023 | $159,462 | -56.5% | 2,362 | -56.4% | 0.01% | -60.0% |
| Q1 2023 | $366,222 | +4.6% | 5,413 | -1.7% | 0.02% | -4.8% |
| Q4 2022 | $350,257 | -14.2% | 5,508 | -14.6% | 0.02% | -25.0% |
| Q3 2022 | $408,000 | 0.0% | 6,448 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $408,000 | -31.2% | 6,448 | -16.5% | 0.03% | -20.0% |
| Q4 2021 | $593,000 | -55.7% | 7,724 | -56.5% | 0.04% | -18.6% |
| Q3 2021 | $1,338,000 | -7.1% | 17,762 | -6.8% | 0.04% | -6.5% |
| Q2 2021 | $1,440,000 | +2.0% | 19,067 | -1.4% | 0.05% | -9.8% |
| Q1 2021 | $1,412,000 | – | 19,346 | – | 0.05% | – |
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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% |