ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 345 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.83 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% | – |
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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% |