ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 318 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $264,000 | -4.7% | 3,500 | -7.9% | 0.04% | -8.5% |
| Q1 2021 | $277,000 | -0.4% | 3,800 | 0.0% | 0.05% | -7.8% |
| Q4 2020 | $278,000 | +7.8% | 3,800 | 0.0% | 0.05% | -3.8% |
| Q3 2020 | $258,000 | +2.8% | 3,800 | 0.0% | 0.05% | -3.6% |
| Q2 2020 | $251,000 | +3.3% | 3,800 | -3.2% | 0.06% | -11.3% |
| Q1 2020 | $243,000 | -21.4% | 3,925 | -5.4% | 0.06% | +1.6% |
| Q4 2019 | $309,000 | +1.6% | 4,151 | 0.0% | 0.06% | -4.7% |
| Q3 2019 | $304,000 | +1.0% | 4,151 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $301,000 | -0.3% | 4,151 | -1.2% | 0.06% | 0.0% |
| Q1 2019 | $302,000 | +8.2% | 4,200 | 0.0% | 0.06% | -5.9% |
| Q4 2018 | $279,000 | -8.5% | 4,200 | 0.0% | 0.07% | +4.6% |
| Q3 2018 | $305,000 | -10.6% | 4,200 | -12.5% | 0.06% | -11.0% |
| Q2 2018 | $341,000 | -3.4% | 4,800 | 0.0% | 0.07% | +4.3% |
| Q1 2018 | $353,000 | +0.9% | 4,800 | 0.0% | 0.07% | +4.5% |
| Q4 2017 | $350,000 | +2.6% | 4,800 | 0.0% | 0.07% | -1.5% |
| Q3 2017 | $341,000 | +2.7% | 4,800 | 0.0% | 0.07% | +1.5% |
| Q2 2017 | $332,000 | +4.7% | 4,800 | 0.0% | 0.07% | +8.1% |
| Q1 2017 | $317,000 | +7.8% | 4,800 | 0.0% | 0.06% | +3.3% |
| Q4 2016 | $294,000 | -9.5% | 4,800 | 0.0% | 0.06% | -9.1% |
| Q3 2016 | $325,000 | – | 4,800 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shelter Ins Retirement Plan | 832,000 | $61,115,000 | 30.70% |
| O'Brien Wealth Partners LLC | 724,159 | $54,080,000 | 19.54% |
| Financial Advisors, LLC | 467,031 | $34,285,000 | 15.24% |
| Monterey Private Wealth, Inc. | 305,088 | $22,396,000 | 12.91% |
| Burt Wealth Advisors | 477,880 | $35,081,000 | 12.09% |
| Verde Capital Management | 330,515 | $24,263,000 | 12.07% |
| Peterson Wealth Advisors, LLC | 340,953 | $25,029,000 | 11.01% |
| Personal Wealth Partners | 289,880 | $21,280,000 | 9.95% |
| Merit Financial Group, LLC | 1,255,179 | $92,143,000 | 8.90% |
| JANICZEK WEALTH MANAGEMENT, LLC | 233,982 | $17,177,000 | 8.32% |