ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 332 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.62 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $111,000 | +7.8% | 1,544 | 0.0% | 0.08% | -11.1% |
| Q4 2018 | $103,000 | -8.0% | 1,544 | 0.0% | 0.09% | 0.0% |
| Q3 2018 | $112,000 | +14.3% | 1,544 | +11.8% | 0.09% | +3.4% |
| Q2 2018 | $98,000 | -3.9% | 1,381 | 0.0% | 0.09% | -7.4% |
| Q1 2018 | $102,000 | +1.0% | 1,381 | 0.0% | 0.09% | +1.1% |
| Q4 2017 | $101,000 | – | 1,381 | – | 0.09% | – |
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% |