ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 251 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 3.33 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $190,418,000 | +0.9% | 2,621,400 | 0.0% | 0.47% | -2.5% |
| Q1 2019 | $188,741,000 | +8.0% | 2,621,400 | 0.0% | 0.49% | -4.1% |
| Q4 2018 | $174,743,000 | -11.0% | 2,621,400 | -2.8% | 0.51% | +3.0% |
| Q3 2018 | $196,307,000 | +0.1% | 2,696,150 | -2.2% | 0.49% | -5.6% |
| Q2 2018 | $196,092,000 | -5.7% | 2,756,430 | -2.3% | 0.52% | -7.0% |
| Q1 2018 | $207,835,000 | -0.2% | 2,820,400 | -1.1% | 0.56% | -1.8% |
| Q4 2017 | $208,200,000 | +2.7% | 2,852,840 | 0.0% | 0.57% | -3.9% |
| Q3 2017 | $202,723,000 | +2.6% | 2,852,840 | 0.0% | 0.59% | -1.3% |
| Q2 2017 | $197,531,000 | +28.6% | 2,852,840 | +22.6% | 0.60% | +23.9% |
| Q1 2017 | $153,598,000 | +96.4% | 2,327,240 | +82.2% | 0.48% | +85.1% |
| Q4 2016 | $78,193,000 | -9.5% | 1,277,240 | 0.0% | 0.26% | -10.6% |
| Q3 2016 | $86,393,000 | +15.8% | 1,277,240 | +13.7% | 0.29% | +10.2% |
| Q2 2016 | $74,585,000 | -14.1% | 1,123,440 | -14.0% | 0.27% | -15.0% |
| Q1 2016 | $86,783,000 | +122.4% | 1,306,180 | +117.2% | 0.31% | +125.2% |
| Q4 2015 | $39,013,000 | +13.5% | 601,400 | +9.2% | 0.14% | +8.6% |
| Q3 2015 | $34,358,000 | +1106.8% | 550,700 | +1163.1% | 0.13% | +1180.0% |
| Q2 2015 | $2,847,000 | +251.5% | 43,600 | +254.5% | 0.01% | +233.3% |
| Q1 2015 | $810,000 | – | 12,300 | – | 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% |