ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 428 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
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 | 794,211 | $52,084,000 | 20.67% |
| Burt Wealth Advisors | 543,101 | $39,179,000 | 11.75% |
| Prism Advisors, Inc. | 286,940 | $20,700,000 | 6.93% |
| Ballew Advisors, Inc | 120,480 | $8,595,000 | 6.56% |
| Personal Wealth Partners | 208,244 | $15,023,000 | 6.56% |
| AGILIS PARTNERS LLC | 177,902 | $12,834,000 | 6.42% |
| VAUGHAN & Co SECURITIES, INC. | 119,500 | $8,621,000 | 5.96% |
| Wharton Business Group, LLC | 1,313,872 | $94,783,000 | 5.75% |
| Forum Private Client Group LLC | 100,720 | $7,266,000 | 5.64% |
| JANICZEK WEALTH MANAGEMENT, LLC | 226,576 | $16,345,000 | 4.51% |