ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 460 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $909,554 | -0.4% | 13,946 | +3.1% | 0.41% | -7.8% |
| Q2 2023 | $913,068 | -9.2% | 13,527 | -9.0% | 0.45% | -13.8% |
| Q1 2023 | $1,005,875 | -1.1% | 14,869 | -7.0% | 0.52% | -2.8% |
| Q4 2022 | $1,016,662 | +9.6% | 15,989 | -1.8% | 0.54% | +5.1% |
| Q3 2022 | $928,000 | -4.1% | 16,274 | +6.4% | 0.51% | +5.6% |
| Q2 2022 | $968,000 | -16.6% | 15,296 | -4.9% | 0.48% | +1.0% |
| Q1 2022 | $1,160,000 | -36.5% | 16,077 | -32.4% | 0.48% | -40.8% |
| Q4 2021 | $1,826,000 | +2.9% | 23,785 | +0.9% | 0.81% | -15.2% |
| Q3 2021 | $1,775,000 | -0.1% | 23,566 | +0.2% | 0.95% | -0.7% |
| Q2 2021 | $1,776,000 | +59.6% | 23,512 | +54.1% | 0.96% | +26.0% |
| Q1 2021 | $1,113,000 | +2.9% | 15,254 | +3.5% | 0.76% | -19.0% |
| Q4 2020 | $1,082,000 | – | 14,738 | – | 0.94% | – |
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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% |