ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 239 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $54,526,000 | +6.7% | 735,380 | +5.4% | 0.34% | -2.8% |
Q3 2019 | $51,120,000 | +5.9% | 697,660 | +5.0% | 0.35% | +1.1% |
Q2 2019 | $48,261,000 | +2.2% | 664,325 | +1.5% | 0.35% | -3.3% |
Q1 2019 | $47,211,000 | -1.5% | 654,720 | -8.5% | 0.36% | -16.4% |
Q4 2018 | $47,946,000 | +29.7% | 715,672 | +40.9% | 0.43% | +39.8% |
Q3 2018 | $36,967,000 | -12.8% | 507,766 | -11.8% | 0.31% | -21.8% |
Q2 2018 | $42,407,000 | 0.0% | 575,986 | 0.0% | 0.40% | 0.0% |
Q1 2018 | $42,407,000 | +18.2% | 575,986 | +17.2% | 0.40% | +15.2% |
Q4 2017 | $35,863,000 | +6.0% | 491,393 | +3.2% | 0.34% | -6.5% |
Q3 2017 | $33,838,000 | +28.2% | 476,179 | +24.9% | 0.37% | +18.4% |
Q2 2017 | $26,401,000 | +19.4% | 381,305 | +13.8% | 0.31% | +10.7% |
Q1 2017 | $22,116,000 | +17.1% | 335,090 | +9.4% | 0.28% | +6.5% |
Q4 2016 | $18,885,000 | -13.6% | 306,352 | -5.3% | 0.26% | -19.8% |
Q3 2016 | $21,868,000 | -22.5% | 323,333 | -23.9% | 0.33% | -27.1% |
Q2 2016 | $28,208,000 | +17.5% | 424,869 | +17.6% | 0.45% | +6.6% |
Q1 2016 | $24,008,000 | +35.1% | 361,364 | +31.9% | 0.42% | +28.3% |
Q4 2015 | $17,770,000 | +20.6% | 273,931 | +16.0% | 0.33% | +8.2% |
Q3 2015 | $14,738,000 | -18.6% | 236,186 | -14.8% | 0.30% | -9.0% |
Q2 2015 | $18,097,000 | +4.3% | 277,150 | +5.2% | 0.33% | +0.3% |
Q1 2015 | $17,353,000 | -53.3% | 263,360 | -55.9% | 0.33% | -59.5% |
Q4 2014 | $37,173,000 | -4.6% | 596,834 | -3.1% | 0.82% | -22.6% |
Q3 2014 | $38,970,000 | +3.2% | 616,071 | +6.8% | 1.06% | +2.7% |
Q2 2014 | $37,777,000 | +8.6% | 576,631 | +4.0% | 1.03% | +1.9% |
Q1 2014 | $34,787,000 | +93.9% | 554,328 | +90.2% | 1.02% | +83.5% |
Q4 2013 | $17,941,000 | +10.7% | 291,401 | +8.6% | 0.55% | +0.5% |
Q3 2013 | $16,214,000 | +9.7% | 268,435 | +4.2% | 0.55% | +4.2% |
Q2 2013 | $14,787,000 | – | 257,560 | – | 0.53% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
O'Brien Wealth Partners LLC | 606,289 | $44,417,000 | 32.49% |
Financial Advisors, LLC | 376,528 | $27,351,000 | 17.55% |
Burt Wealth Advisors | 452,560 | $32,874,000 | 14.41% |
Legacy Financial Advisors, Inc. | 546,972 | $39,732,000 | 14.05% |
Peterson Wealth Advisors, LLC | 288,806 | $20,979,000 | 13.28% |
SimpliFi, Inc. | 274,449 | $19,936,000 | 11.92% |
Merit Financial Group, LLC | 1,030,481 | $74,134,000 | 8.70% |
NewDay Solutions, LLC | 158,748 | $11,536,000 | 8.35% |
RHS Financial, LLC | 91,480 | $6,645,000 | 8.32% |
Financial Insights, Inc. | 109,566 | $7,836,000 | 7.95% |