ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 458 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,299,182 | -3.4% | 19,920 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,344,600 | -9.9% | 19,920 | -9.7% | 0.00% | 0.0% |
| Q1 2023 | $1,492,359 | +6.4% | 22,060 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,402,685 | +9.6% | 22,060 | -1.8% | 0.00% | 0.0% |
| Q3 2022 | $1,280,000 | -20.5% | 22,460 | -11.7% | 0.00% | -33.3% |
| Q2 2022 | $1,611,000 | -12.2% | 25,440 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,835,000 | +18.9% | 25,440 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,543,000 | +5.6% | 25,440 | +3.7% | 0.00% | 0.0% |
| Q3 2021 | $1,461,000 | +3.3% | 24,540 | +6.2% | 0.00% | 0.0% |
| Q2 2021 | $1,415,000 | -51.5% | 23,110 | -53.3% | 0.00% | -50.0% |
| Q1 2021 | $2,919,000 | +1.0% | 49,440 | +0.3% | 0.01% | -14.3% |
| Q4 2020 | $2,890,000 | +13.7% | 49,305 | +0.8% | 0.01% | 0.0% |
| Q3 2020 | $2,541,000 | +8.3% | 48,933 | +2.6% | 0.01% | 0.0% |
| Q2 2020 | $2,347,000 | +8.5% | 47,697 | -0.2% | 0.01% | -12.5% |
| Q1 2020 | $2,164,000 | +14326.7% | 47,813 | +23806.5% | 0.01% | – |
| Q4 2017 | $15,000 | – | 200 | – | 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% |