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 2016 | $384,000 | -9.4% | 6,273 | +0.2% | 0.01% | -10.0% |
| Q3 2016 | $424,000 | +2.2% | 6,263 | +0.2% | 0.01% | 0.0% |
| Q2 2016 | $415,000 | -0.5% | 6,253 | -0.3% | 0.01% | 0.0% |
| Q1 2016 | $417,000 | -62.5% | 6,270 | -63.4% | 0.01% | -61.5% |
| Q4 2015 | $1,112,000 | -11.5% | 17,135 | -14.9% | 0.03% | -44.7% |
| Q3 2015 | $1,256,000 | -20.8% | 20,136 | -17.0% | 0.05% | -28.8% |
| Q2 2015 | $1,585,000 | -4.9% | 24,273 | -4.1% | 0.07% | 0.0% |
| Q1 2015 | $1,667,000 | -8.1% | 25,300 | -14.0% | 0.07% | -14.3% |
| Q4 2014 | $1,814,000 | +9.3% | 29,402 | +11.0% | 0.08% | +10.0% |
| Q3 2014 | $1,659,000 | -4.2% | 26,496 | +0.0% | 0.07% | -5.4% |
| Q2 2014 | $1,732,000 | +2.7% | 26,488 | -1.4% | 0.07% | -1.3% |
| Q1 2014 | $1,686,000 | -3.6% | 26,871 | -5.4% | 0.08% | -9.6% |
| Q4 2013 | $1,749,000 | -4.1% | 28,390 | -5.1% | 0.08% | -14.4% |
| Q3 2013 | $1,823,000 | +6.9% | 29,910 | +0.3% | 0.10% | +18.3% |
| Q2 2013 | $1,705,000 | – | 29,817 | – | 0.08% | – |
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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% |