ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 413 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $257,000 | +10.3% | 3,534 | +7.7% | 0.00% | – |
| Q2 2018 | $233,000 | -2.9% | 3,280 | +0.8% | 0.00% | – |
| Q1 2018 | $240,000 | +17.1% | 3,255 | +16.0% | 0.00% | – |
| Q4 2017 | $205,000 | -2.8% | 2,805 | -11.7% | 0.00% | – |
| Q2 2016 | $211,000 | -4.1% | 3,177 | -4.0% | 0.00% | – |
| Q1 2016 | $220,000 | +6.8% | 3,308 | +4.2% | 0.00% | – |
| Q4 2015 | $206,000 | -1.9% | 3,176 | -11.2% | 0.00% | – |
| Q3 2015 | $210,000 | -3.7% | 3,577 | -3.6% | 0.00% | – |
| Q2 2015 | $218,000 | -3.5% | 3,712 | -3.8% | 0.00% | – |
| Q1 2015 | $226,000 | -50.1% | 3,857 | -50.1% | 0.00% | -100.0% |
| Q4 2014 | $453,000 | +97.8% | 7,722 | +98.2% | 0.00% | – |
| Q3 2014 | $229,000 | – | 3,897 | – | 0.00% | – |
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% |