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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,394,000 | +3.4% | 19,029 | +2.5% | 0.78% | +13.2% |
| Q2 2019 | $1,348,000 | +12.7% | 18,558 | +11.7% | 0.69% | +12.0% |
| Q1 2019 | $1,196,000 | +23.4% | 16,609 | +14.3% | 0.62% | +7.3% |
| Q4 2018 | $969,000 | +213.6% | 14,534 | +242.9% | 0.57% | +221.9% |
| Q3 2018 | $309,000 | -51.2% | 4,239 | -57.9% | 0.18% | -59.7% |
| Q4 2016 | $633,000 | – | 10,059 | – | 0.44% | – |
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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% |